| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 12.608.373.211 $ | +1.212.263.387 $ | +33,7 % | 11.371.253.515 $ | +142.957.898 $ | +130,6 % | 11.180.256.869 $ | +168.566.336 $ | +47,4 % | 10.994.057.532 $ | +407.429.287 $ | +23,9 % | |
| GOLDMAN SACHS GROUP INC | 2.283.587.160 $ | +237.454.772 $ | +11,6 % | 2.046.132.388 $ | -38.916.003 $ | -1,9 % | 2.085.048.391 $ | +129.531.432 $ | +6,6 % | 1.955.516.959 $ | +128.024.696 $ | +7,0 % |
| BANK OF AMERICA CORP /DE/ | 710.503.220 $ | +82.436.163 $ | +13,1 % | 628.067.057 $ | +8.524.219 $ | +1,4 % | 619.542.838 $ | -2.322.128 $ | -0,4 % | 621.864.966 $ | +38.064.942 $ | +6,5 % |
| AMERIPRISE FINANCIAL INC | 631.293.553 $ | +76.921.669 $ | +13,9 % | 554.371.884 $ | -21.627.721 $ | -3,8 % | 575.999.605 $ | +10.265.307 $ | +1,8 % | 565.734.298 $ | -6.410.702 $ | -1,1 % |
| ENVESTNET ASSET MANAGEMENT INC | 468.506.937 $ | +40.905.001 $ | +9,6 % | 427.601.936 $ | +140.584.705 $ | +49,0 % | 287.017.231 $ | -136.518.736 $ | -32,2 % | 423.535.967 $ | -47.424.023 $ | -10,1 % |
| JPMORGAN CHASE & CO | 238.396.696 $ | +30.518.368 $ | +14,7 % | 207.878.328 $ | -2.724.932 $ | -1,3 % | 210.603.260 $ | -252.114.124 $ | -54,5 % | 462.717.384 $ | +197.523.942 $ | +74,5 % |
| LPL Financial LLC | 372.251.656 $ | +43.646.145 $ | +13,3 % | 328.605.511 $ | +12.252.858 $ | +3,9 % | 316.352.653 $ | +22.988.117 $ | +7,8 % | 293.364.536 $ | -48.415.428 $ | -14,2 % |
| MORGAN STANLEY | 346.214.802 $ | +26.244.717 $ | +8,2 % | 319.970.085 $ | +14.899.499 $ | +4,9 % | 305.070.586 $ | +25.925.945 $ | +9,3 % | 279.144.641 $ | +19.059.884 $ | +7,3 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 313.086.397 $ | +26.939.147 $ | +9,4 % | 286.147.250 $ | +3.415.859 $ | +1,2 % | 282.731.391 $ | +18.192.661 $ | +6,9 % | 264.538.730 $ | +17.083.901 $ | +6,9 % |
| Waverly Advisors, LLC | 272.818.345 $ | +16.971.644 $ | +6,6 % | 255.846.701 $ | -20.931.810 $ | -7,6 % | 276.778.511 $ | +11.978.308 $ | +4,5 % | 264.800.203 $ | +22.074.992 $ | +9,1 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 256.992.331 $ | +11.956.185 $ | +4,9 % | 245.036.146 $ | +4.669.857 $ | +1,9 % | 240.366.289 $ | +16.343.693 $ | +7,3 % | 224.022.596 $ | +69.070.009 $ | +44,6 % |
| SUMITOMO LIFE INSURANCE CO | 255.200.000 $ | |||||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 251.954.111 $ | +17.991.285 $ | +7,7 % | 233.962.826 $ | +15.739.232 $ | +7,2 % | 218.223.594 $ | +13.434.526 $ | +6,6 % | |||
| WELLS FARGO & COMPANY/MN | 244.187.165 $ | +37.330.566 $ | +18,0 % | 206.856.599 $ | +13.974.230 $ | +7,2 % | 192.882.369 $ | +2.981.230 $ | +1,6 % | 189.901.139 $ | +3.755.052 $ | +2,0 % |
| Mariner, LLC | 173.459.311 $ | -6.132.256 $ | -3,4 % | 179.591.567 $ | -8.973.017 $ | -4,8 % | 188.564.584 $ | +11.347.174 $ | +6,4 % | 177.217.410 $ | +9.781.168 $ | +5,8 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 173.245.598 $ | +27.613.646 $ | +19,0 % | 145.631.952 $ | -22.923.770 $ | -13,6 % | 168.555.722 $ | +9.490.722 $ | +6,0 % | 159.065.000 $ | +11.099.000 $ | +7,5 % |
| Dynasty Wealth Management, LLC | 167.182.338 $ | +19.587.553 $ | +13,3 % | 147.594.785 $ | +607.046 $ | +0,4 % | 146.987.739 $ | -19.167.053 $ | -11,5 % | 166.154.792 $ | +28.060.883 $ | +20,3 % |
| Quotient Wealth Partners, LLC | 161.618.024 $ | +18.505.090 $ | +12,9 % | 143.112.934 $ | -417.168 $ | -0,3 % | 143.530.102 $ | -16.709.684 $ | -10,4 % | 160.239.786 $ | +13.878.621 $ | +9,5 % |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 160.458.490 $ | +8.359.657 $ | +5,5 % | 152.098.833 $ | +9.726.500 $ | +6,8 % | 142.372.333 $ | +10.283.810 $ | +7,8 % | 132.088.523 $ | +10.968.135 $ | +9,1 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 148.001.354 $ | +4.787.092 $ | +3,3 % | 143.214.262 $ | -3.503.461 $ | -2,4 % | 146.717.723 $ | -4.965.658 $ | -3,3 % | 151.683.381 $ | +2.237.090 $ | +1,5 % |
| RAYMOND JAMES FINANCIAL INC | 147.183.678 $ | +13.912.324 $ | +10,4 % | 133.271.354 $ | +18.350.263 $ | +16,0 % | 114.921.091 $ | -9.524.885 $ | -7,7 % | 124.445.976 $ | +4.343.692 $ | +3,6 % |
| Invesco Ltd. | 80.046.526 $ | -66.199.339 $ | -45,3 % | 146.245.865 $ | +2.111.144 $ | +1,5 % | 144.134.721 $ | +2.232.376 $ | +1,6 % | 141.902.345 $ | +7.207.806 $ | +5,4 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 58.450.523 $ | +9.719.583 $ | +19,9 % | 48.730.940 $ | -86.691.453 $ | -64,0 % | 135.422.393 $ | +1.301.668 $ | +1,0 % | 134.120.725 $ | +8.134.302 $ | +6,5 % |
| NorthRock Partners, LLC | 133.558.314 $ | +2.682.355 $ | +2,0 % | 130.875.959 $ | +18.457.491 $ | +16,4 % | 112.418.468 $ | +41.355.910 $ | +58,2 % | 71.062.558 $ | ||
| SCHARF INVESTMENTS, LLC | 131.050.008 $ | +15.565.753 $ | +13,5 % | 115.484.255 $ | +6.603.174 $ | +6,1 % | 108.881.081 $ | +9.629.288 $ | +9,7 % | 99.251.793 $ | ||
| Cetera Investment Advisers | 128.712.212 $ | +18.836.502 $ | +17,1 % | 109.875.710 $ | +6.170.879 $ | +6,0 % | 103.704.831 $ | +2.602.150 $ | +2,6 % | 101.102.681 $ | +31.034.075 $ | +44,3 % |
| Cambridge Investment Research Advisors, Inc. | 123.726.000 $ | +70.085.000 $ | +130,7 % | 53.641.000 $ | +15.136.000 $ | +39,3 % | 38.505.000 $ | +272.000 $ | +0,7 % | 38.233.000 $ | +1.821.000 $ | +5,0 % |
| D.A. DAVIDSON & CO. | 117.560.739 $ | +17.306.885 $ | +17,3 % | 100.253.854 $ | +3.793.710 $ | +3,9 % | 96.460.144 $ | +7.313.671 $ | +8,2 % | 89.146.473 $ | +11.704.225 $ | +15,1 % |
| OSAIC HOLDINGS, INC. | 113.247.663 $ | +18.900.587 $ | +20,0 % | 94.347.076 $ | +1.328.989 $ | +1,4 % | 93.018.087 $ | +5.551.913 $ | +6,3 % | 87.466.174 $ | +7.395.918 $ | +9,2 % |
| Arbor Investment Advisors, LLC | 110.980.148 $ | +14.590.398 $ | +15,1 % | 96.389.750 $ | +1.241.602 $ | +1,3 % | 95.148.148 $ | +2.062.453 $ | +2,2 % | 93.085.695 $ | -2.977.710 $ | -3,1 % |
| Linscomb Wealth, Inc. | 104.288.233 $ | +10.370.435 $ | +11,0 % | 93.917.798 $ | -5.992.847 $ | -6,0 % | 99.910.645 $ | +3.878.596 $ | +4,0 % | 96.032.049 $ | +8.081.627 $ | +9,2 % |
| NORTHERN TRUST CORP | 99.165.963 $ | +10.845.197 $ | +12,3 % | 88.320.766 $ | +1.753.004 $ | +2,0 % | 86.567.762 $ | +4.083.918 $ | +5,0 % | 82.483.844 $ | +1.086.485 $ | +1,3 % |
| Focus Partners Wealth | 86.783.538 $ | +4.805.058 $ | +5,9 % | 81.978.480 $ | +364.462 $ | +0,4 % | 81.614.018 $ | +64.210.212 $ | +368,9 % | 17.403.806 $ | +1.924.613 $ | +12,4 % |
| CI INVESTMENTS INC. | 86.158.129 $ | |||||||||||
| ROYAL BANK OF CANADA | 85.393.000 $ | +9.927.000 $ | +13,2 % | 75.466.000 $ | +2.339.000 $ | +3,2 % | 73.127.000 $ | +1.262.000 $ | +1,8 % | 71.865.000 $ | -65.667.000 $ | -47,7 % |
| UBS Group AG | 73.868.829 $ | +9.229.531 $ | +14,3 % | 64.639.298 $ | -19.750.089 $ | -23,4 % | 84.389.387 $ | -71.351 $ | -0,1 % | 84.460.738 $ | +6.928.516 $ | +8,9 % |
| Berman McAleer LLC | 84.231.422 $ | +9.536.187 $ | +12,8 % | 74.695.235 $ | +1.251.231 $ | +1,7 % | 73.444.004 $ | +3.092.374 $ | +4,4 % | 70.351.630 $ | ||
| Corient Private Wealth LP | 39.962.672 $ | +2.845.874 $ | +7,7 % | 37.116.798 $ | -35.477.349 $ | -48,9 % | 72.594.147 $ | +37.942.875 $ | +109,5 % | 34.651.272 $ | +1.394.416 $ | +4,2 % |
| Pinnacle Financial Partners, Inc. | 69.808.853 $ | +9.215.017 $ | +15,2 % | 60.593.836 $ | +1.150.405 $ | +1,9 % | 59.443.431 $ | |||||
| RFG Advisory, LLC | 68.910.854 $ | +6.989.397 $ | +11,3 % | 61.921.457 $ | -4.964.647 $ | -7,4 % | 66.886.104 $ | -2.243.772 $ | -3,2 % | 69.129.876 $ | -16.207.360 $ | -19,0 % |
| Allworth Financial LP | 61.811.243 $ | +1.717.448 $ | +2,9 % | 60.093.795 $ | +39.395.375 $ | +190,3 % | 20.698.420 $ | +486.403 $ | +2,4 % | 20.212.017 $ | +707.320 $ | +3,6 % |
| Larson Financial Group LLC | 60.733.686 $ | +12.131.173 $ | +25,0 % | 48.602.513 $ | +7.740.689 $ | +18,9 % | 40.861.824 $ | +4.698.469 $ | +13,0 % | 36.163.355 $ | +10.481.127 $ | +40,8 % |
| MML INVESTORS SERVICES, LLC | 35.981.103 $ | -21.121.543 $ | -37,0 % | 57.102.646 $ | -3.322.958 $ | -5,5 % | 60.425.604 $ | +6.253.639 $ | +11,5 % | 54.171.965 $ | -11.272.035 $ | -17,2 % |
| FIRST INTERSTATE BANK | 6.106.069 $ | +261.306 $ | +4,5 % | 5.844.763 $ | -53.134.638 $ | -90,1 % | 58.979.401 $ | +2.158.539 $ | +3,8 % | 56.820.862 $ | +1.652.037 $ | +3,0 % |
| NorthCoast Asset Management LLC | 58.282.535 $ | +1.785.783 $ | +3,2 % | |||||||||
| SYNOVUS FINANCIAL CORP | 56.268.030 $ | +3.714.320 $ | +7,1 % | |||||||||
| Private Advisor Group, LLC | 54.025.919 $ | +43.669.364 $ | +421,7 % | 10.356.555 $ | +132.265 $ | +1,3 % | 10.224.290 $ | +106.923 $ | +1,1 % | 10.117.367 $ | +652.796 $ | +6,9 % |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 49.200.264 $ | +4.896.743 $ | +11,1 % | 44.303.521 $ | +206.791 $ | +0,5 % | 44.096.730 $ | +12.158.758 $ | +38,1 % | 31.937.972 $ | +1.670.708 $ | +5,5 % |
| Jordan Park Group LLC | 46.028.873 $ | +3.738.448 $ | +8,8 % | 42.290.425 $ | +656.084 $ | +1,6 % | 41.634.341 $ | +265.815 $ | +0,6 % | 41.368.526 $ | +11.411.899 $ | +38,1 % |
| Heartwood Wealth Advisors LLC | 44.305.504 $ | +3.127.679 $ | +7,6 % | 41.177.825 $ | +2.818.517 $ | +7,3 % | 38.359.308 $ | +645.484 $ | +1,7 % | 37.713.824 $ | +3.690.608 $ | +10,8 % |
| Garrett Wealth Advisory Group, LLC | 43.506.325 $ | +5.670.619 $ | +15,0 % | 37.835.706 $ | -171.552 $ | -0,5 % | 38.007.258 $ | +2.325.854 $ | +6,5 % | 35.681.404 $ | +2.884.923 $ | +8,8 % |
| AlphaCore Capital LLC | 41.475.646 $ | +3.025.388 $ | +7,9 % | 38.450.258 $ | -3.365.833 $ | -8,0 % | 41.816.091 $ | -508.444 $ | -1,2 % | 42.324.535 $ | +4.055.767 $ | +10,6 % |
| JONES FINANCIAL COMPANIES LLLP | 42.323.614 $ | +12.027.858 $ | +39,7 % | 30.295.756 $ | +5.498.854 $ | +22,2 % | 24.796.902 $ | +4.530.904 $ | +22,4 % | 20.265.998 $ | +4.817.012 $ | +31,2 % |
| TRUIST FINANCIAL CORP | 41.924.898 $ | +6.705.385 $ | +19,0 % | 35.219.513 $ | +3.733.533 $ | +11,9 % | 31.485.980 $ | +2.149.919 $ | +7,3 % | 29.336.061 $ | +4.300.547 $ | +17,2 % |
| FLOW TRADERS U.S. LLC | 4.428.000 $ | -37.408.000 $ | -89,4 % | 41.836.000 $ | +26.232.000 $ | +168,1 % | 15.604.000 $ | +567.000 $ | +3,8 % | |||
| Verde Capital Management | 41.362.258 $ | +6.025.941 $ | +17,1 % | 35.336.317 $ | +3.301.644 $ | +10,3 % | 32.034.673 $ | +3.554.540 $ | +12,5 % | 28.480.133 $ | +3.433.302 $ | +13,7 % |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 40.304.008 $ | +4.103.685 $ | +11,3 % | 36.200.323 $ | -109.057 $ | -0,3 % | 36.309.380 $ | +806.924 $ | +2,3 % | 35.502.456 $ | +2.053.063 $ | +6,1 % |
| US BANCORP \DE\ | 39.858.670 $ | +3.952.909 $ | +11,0 % | 35.905.761 $ | -323.611 $ | -0,9 % | 36.229.372 $ | -712.450 $ | -1,9 % | 36.941.822 $ | +904.408 $ | +2,5 % |
| Equitable Holdings, Inc. | 39.667.223 $ | +5.887.268 $ | +17,4 % | 33.779.955 $ | +166.383 $ | +0,5 % | 33.613.572 $ | -823.876 $ | -2,4 % | 34.437.448 $ | +1.186.042 $ | +3,6 % |
| HighTower Advisors, LLC | 39.185.974 $ | +5.107.079 $ | +15,0 % | 34.078.895 $ | -2.251.805 $ | -6,2 % | 36.330.700 $ | +1.228.601 $ | +3,5 % | 35.102.099 $ | +2.091.726 $ | +6,3 % |
| Rockefeller Capital Management L.P. | 28.870.256 $ | +7.863.070 $ | +37,4 % | 21.007.186 $ | -18.120.835 $ | -46,3 % | 39.128.021 $ | +2.148.090 $ | +5,8 % | 36.979.931 $ | -32.911.335 $ | -47,1 % |
| Penserra Capital Management LLC | 38.583.000 $ | +12.851.000 $ | +49,9 % | 25.732.000 $ | ||||||||
| Pathstone Holdings, LLC | 37.098.651 $ | +196.586 $ | +0,5 % | 36.902.065 $ | +609.278 $ | +1,7 % | 36.292.787 $ | +1.374.972 $ | +3,9 % | 34.917.815 $ | -13.074.614 $ | -27,2 % |
| Blankinship & Foster, LLC | 36.063.316 $ | +2.530.339 $ | +7,5 % | 33.532.977 $ | +17.901 $ | +0,1 % | 33.515.076 $ | +861.683 $ | +2,6 % | 32.653.393 $ | +2.174.850 $ | +7,1 % |
| Pinnacle Financial Group, LLC / IL | 35.933.951 $ | +4.170.819 $ | +13,1 % | 31.763.132 $ | +308.722 $ | +1,0 % | 31.454.410 $ | +337.003 $ | +1,1 % | 31.117.407 $ | +2.248.249 $ | +7,8 % |
| WCG Wealth Advisors LLC | 35.573.917 $ | +29.757.020 $ | +511,6 % | 5.816.897 $ | -83.987 $ | -1,4 % | 5.900.884 $ | +129.907 $ | +2,3 % | 5.770.977 $ | +24.134 $ | +0,4 % |
| ROTHSCHILD INVESTMENT LLC | 35.469.358 $ | +4.907.162 $ | +16,1 % | 30.562.196 $ | +1.485.878 $ | +5,1 % | 29.076.318 $ | +1.131.925 $ | +4,1 % | 27.944.393 $ | +1.762.843 $ | +6,7 % |
| Vestmark Advisory Solutions, Inc. | 17.925.341 $ | -16.744.435 $ | -48,3 % | 34.669.776 $ | +24.484.902 $ | +240,4 % | 10.184.874 $ | +631.055 $ | +6,6 % | 9.553.819 $ | +8.980.395 $ | +1.566,1 % |
| Klingman & Associates, LLC | 33.182.710 $ | +3.802.544 $ | +12,9 % | 29.380.166 $ | -2.598.872 $ | -8,1 % | 31.979.038 $ | +1.168.472 $ | +3,8 % | 30.810.566 $ | +1.801.655 $ | +6,2 % |
| SACHEM HILL LLC | 32.793.406 $ | +3.341.302 $ | +11,3 % | 29.452.104 $ | +680.004 $ | +2,4 % | 28.772.100 $ | +2.104.797 $ | +7,9 % | 26.667.303 $ | -84.051 $ | -0,3 % |
| Charter Capital Management, LLC\DE | 32.660.636 $ | +4.372.501 $ | +15,5 % | 28.288.135 $ | +785.856 $ | +2,9 % | 27.502.279 $ | +1.533.132 $ | +5,9 % | 25.969.147 $ | +2.286.301 $ | +9,7 % |
| Charles Schwab Trust Co | 31.200.434 $ | +902.055 $ | +3,0 % | 30.298.379 $ | -170.531 $ | -0,6 % | 30.468.910 $ | +829.279 $ | +2,8 % | 29.639.631 $ | +1.764.299 $ | +6,3 % |
| SAXON INTERESTS, INC. | 31.086.868 $ | +7.149.331 $ | +29,9 % | 23.937.537 $ | -259.788 $ | -1,1 % | 24.197.325 $ | +232.207 $ | +1,0 % | 23.965.118 $ | +2.740.285 $ | +12,9 % |
| Boulder Wealth Advisors, LLC | 30.540.295 $ | +4.382.492 $ | +16,8 % | 26.157.803 $ | +3.252.304 $ | +14,2 % | 22.905.499 $ | +2.103.971 $ | +10,1 % | 20.801.528 $ | ||
| NATIONAL BANK OF CANADA /FI/ | 30.086.893 $ | +3.334.288 $ | +12,5 % | 26.752.605 $ | -140.984 $ | -0,5 % | 26.893.589 $ | +25.143.268 $ | +1.436,5 % | 1.750.321 $ | +186.289 $ | +11,9 % |
| BOYUM WEALTH ARCHITECTS LLC | 29.171.402 $ | +2.322.736 $ | +8,7 % | 26.848.666 $ | +5.095.366 $ | +23,4 % | 21.753.300 $ | +4.542.375 $ | +26,4 % | 17.210.925 $ | +2.667.385 $ | +18,3 % |
| Crumly & Associates Inc. | 29.045.827 $ | +2.840.616 $ | +10,8 % | 26.205.211 $ | +7.397.922 $ | +39,3 % | 18.807.289 $ | +1.438.225 $ | +8,3 % | 17.369.064 $ | +1.144.201 $ | +7,1 % |
| AQR CAPITAL MANAGEMENT LLC | 29.017.404 $ | +9.128.059 $ | +45,9 % | 19.889.345 $ | +5.549.030 $ | +38,7 % | 14.340.315 $ | +2.823.422 $ | +24,5 % | 11.516.893 $ | +9.581.707 $ | +495,1 % |
| Wharton Business Group, LLC | 26.746.471 $ | +3.217.695 $ | +13,7 % | 23.528.776 $ | +390.882 $ | +1,7 % | 23.137.894 $ | +843.261 $ | +3,8 % | 22.294.633 $ | +1.449.633 $ | +7,0 % |
| Forvis Mazars Wealth Advisors, LLC | 25.624.278 $ | +1.522.538 $ | +6,3 % | 24.101.740 $ | +19.102 $ | +0,1 % | 24.082.638 $ | +250.949 $ | +1,1 % | 23.831.689 $ | +773.389 $ | +3,4 % |
| MERCER GLOBAL ADVISORS INC /ADV | 24.638.389 $ | +5.602.645 $ | +29,4 % | 19.035.744 $ | -4.412.619 $ | -18,8 % | 23.448.363 $ | +1.874.521 $ | +8,7 % | 21.573.842 $ | +1.303.850 $ | +6,4 % |
| Align Financial, LLC | 28.150 $ | +3.387 $ | +13,7 % | 24.763 $ | -24.420.237 $ | -99,9 % | 24.445.000 $ | |||||
| ACT WEALTH MANAGEMENT, LLC | 24.356.988 $ | +2.357.586 $ | +10,7 % | 21.999.402 $ | +495.888 $ | +2,3 % | 21.503.514 $ | +829.160 $ | +4,0 % | 20.674.354 $ | +2.171.632 $ | +11,7 % |
| Breakwater Capital Group | 24.100.741 $ | +2.718.572 $ | +12,7 % | 21.382.169 $ | +305.195 $ | +1,4 % | 21.076.974 $ | -1.992.488 $ | -8,6 % | 23.069.462 $ | +2.059.799 $ | +9,8 % |
| Steward Partners Investment Advisory, LLC | 23.971.992 $ | +2.738.523 $ | +12,9 % | 21.233.469 $ | +387.298 $ | +1,9 % | 20.846.171 $ | +474.299 $ | +2,3 % | 20.371.872 $ | +1.469.178 $ | +7,8 % |
| Cornerstone Wealth Management, LLC | 23.686.672 $ | +5.364.994 $ | +29,3 % | 18.321.678 $ | +2.087.718 $ | +12,9 % | 16.233.960 $ | +1.903.572 $ | +13,3 % | 14.330.388 $ | +1.051.046 $ | +7,9 % |
| Pettinga Financial Advisors LLC | 23.189.378 $ | +2.830.042 $ | +13,9 % | 20.359.336 $ | +2.801.435 $ | +16,0 % | 17.557.901 $ | +1.445.078 $ | +9,0 % | 16.112.823 $ | -121.270 $ | -0,7 % |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 23.108.324 $ | +2.922.428 $ | +14,5 % | 20.185.896 $ | -197.578 $ | -1,0 % | 20.383.474 $ | +1.110.005 $ | +5,8 % | 19.273.469 $ | -1.340.582 $ | -6,5 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 5.885.304 $ | -16.973.752 $ | -74,3 % | 22.859.056 $ | +22.221.554 $ | +3.485,7 % | 637.502 $ | -319.165 $ | -33,4 % | |||
| BOKF, NA | 22.404.482 $ | +1.955.760 $ | +9,6 % | 20.448.722 $ | +2.246.682 $ | +12,3 % | 18.202.040 $ | +1.225.867 $ | +7,2 % | 16.976.173 $ | +1.135.199 $ | +7,2 % |
| Cerity Partners LLC | 21.063.973 $ | +3.439.227 $ | +19,5 % | 17.624.746 $ | +1.102.059 $ | +6,7 % | 16.522.687 $ | +607.759 $ | +3,8 % | 15.914.928 $ | +1.130.838 $ | +7,6 % |
| CAPTRUST FINANCIAL ADVISORS | 20.825.968 $ | +1.465.555 $ | +7,6 % | 19.360.413 $ | +366.526 $ | +1,9 % | 18.993.887 $ | +2.060.277 $ | +12,2 % | 16.933.610 $ | +1.909.458 $ | +12,7 % |
| McIlrath & Eck, LLC | 19.643.152 $ | -873.512 $ | -4,3 % | 20.516.664 $ | +348.891 $ | +1,7 % | ||||||
| Sanctuary Advisors, LLC | 5.769.990 $ | -1.128.453 $ | -16,4 % | 6.898.443 $ | -357.600 $ | -4,9 % | 7.256.043 $ | -13.162.523 $ | -64,5 % | 20.418.566 $ | +14.349.915 $ | +236,5 % |
| Lido Advisors, LLC | 18.412.121 $ | +1.054.478 $ | +6,1 % | 17.357.643 $ | -2.506.510 $ | -12,6 % | 19.864.153 $ | +393.146 $ | +2,0 % | 19.471.007 $ | +14.258.332 $ | +273,5 % |
| World Investment Advisors | 19.812.550 $ | +4.213.179 $ | +27,0 % | 15.599.371 $ | +112.643 $ | +0,7 % | 15.486.728 $ | +728.451 $ | +4,9 % | |||
| Goodman Advisory Group, LLC | 18.361.593 $ | -1.282.081 $ | -6,5 % | 19.643.674 $ | ||||||||
| Tulsa Wealth Advisors, INC | 19.488.465 $ | +1.339.479 $ | +7,4 % | 18.148.986 $ | ||||||||
| Prasad Wealth Partners, LLC | 2.822.275 $ | -15.934.460 $ | -85,0 % | 18.756.735 $ | +727.097 $ | +4,0 % | 18.029.638 $ | +96.726 $ | +0,5 % | 17.932.912 $ | +356.671 $ | +2,0 % |
| Montz Harcus Wealth Management LLC | 18.626.818 $ | +2.849.716 $ | +18,1 % | 15.777.102 $ | +1.098.440 $ | +7,5 % | 14.678.662 $ | +699.018 $ | +5,0 % | 13.979.644 $ | +1.095.762 $ | +8,5 % |
| BLAIR WILLIAM & CO/IL | 18.329.393 $ | +2.026.009 $ | +12,4 % | 16.303.384 $ | +1.512.578 $ | +10,2 % | 14.790.806 $ | +1.313.585 $ | +9,7 % | 13.477.221 $ | +2.477.392 $ | +22,5 % |
| Odyssey Group, LLC | 18.309.772 $ | |||||||||||
| Valeo Financial Advisors, LLC | 2.128.733 $ | +235.039 $ | +12,4 % | 1.893.694 $ | -16.370.037 $ | -89,6 % | 18.263.731 $ | +770.867 $ | +4,4 % | 17.492.864 $ | +721.594 $ | +4,3 % |
| STIFEL FINANCIAL CORP | 18.062.504 $ | +2.455.547 $ | +15,7 % | 15.606.957 $ | +749.620 $ | +5,0 % | 14.857.337 $ | +5.067.363 $ | +51,8 % | 9.789.974 $ | -9.245.106 $ | -48,6 % |
| Paradigm, Strategies in Wealth Management, LLC | 17.876.766 $ | +1.019.397 $ | +6,0 % | 16.857.369 $ | -1.116.348 $ | -6,2 % | 17.973.717 $ | +876.646 $ | +5,1 % | 17.097.071 $ | +824.454 $ | +5,1 % |
| Modern Wealth Management, LLC | 17.550.941 $ | +707.059 $ | +4,2 % | 16.843.882 $ | +768.233 $ | +4,8 % | 16.075.649 $ | +992.616 $ | +6,6 % | |||
| Gitterman Wealth Management, LLC | 17.533.432 $ | +786.528 $ | +4,7 % | |||||||||
| Avidian Wealth Enterprises, LLC | 17.438.486 $ | +1.910.116 $ | +12,3 % | 15.528.370 $ | +6.138.053 $ | +65,4 % | 9.390.317 $ | +99.260 $ | +1,1 % | 9.291.057 $ | +339.151 $ | +3,8 % |
| Ted Buchan & Co | 17.385.181 $ | +1.936.064 $ | +12,5 % | 15.449.117 $ | +186.096 $ | +1,2 % | 15.263.021 $ | +1.651.715 $ | +12,1 % | 13.611.306 $ | -534.665 $ | -3,8 % |
| Creative Planning | 17.134.767 $ | +2.960.575 $ | +20,9 % | 14.174.192 $ | +612.750 $ | +4,5 % | 13.561.442 $ | +3.032.353 $ | +28,8 % | 10.529.089 $ | +940.154 $ | +9,8 % |
| Baker Ellis Asset Management LLC | 17.062.476 $ | +1.913.778 $ | +12,6 % | 15.148.698 $ | +35.039 $ | +0,2 % | 15.113.659 $ | +446.963 $ | +3,0 % | 14.666.696 $ | +900.008 $ | +6,5 % |
| Csenge Advisory Group | 17.062.015 $ | +1.801.350 $ | +11,8 % | 15.260.665 $ | -506.344 $ | -3,2 % | 15.767.009 $ | +3.468.498 $ | +28,2 % | 12.298.511 $ | +722.988 $ | +6,2 % |
| Clear Harbor Asset Management, LLC | 17.039.747 $ | +2.053.846 $ | +13,7 % | 14.985.901 $ | +361.439 $ | +2,5 % | 14.624.462 $ | +955.624 $ | +7,0 % | 13.668.838 $ | +743.736 $ | +5,8 % |
| Wealthspire Retirement, LLC | 16.623.903 $ | +1.513.572 $ | +10,0 % | 15.110.331 $ | +233.239 $ | +1,6 % | 14.877.092 $ | +729.356 $ | +5,2 % | 14.147.736 $ | +940.574 $ | +7,1 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 77.802 $ | +7.346 $ | +10,4 % | 70.456 $ | -12.321.302 $ | -99,4 % | 12.391.758 $ | -4.136.123 $ | -25,0 % | 16.527.881 $ | -19.309.779 $ | -53,9 % |
| Denver PWM, LLC | 16.509.823 $ | +1.637.690 $ | +11,0 % | 14.872.133 $ | -475.819 $ | -3,1 % | 15.347.952 $ | +0 $ | +0,0 % | 15.347.952 $ | +0 $ | +0,0 % |
| Wealthspire Advisors, LLC | 16.296.385 $ | +3.646.171 $ | +28,8 % | 12.650.214 $ | +230.743 $ | +1,9 % | 12.419.471 $ | +388.285 $ | +3,2 % | 12.031.186 $ | +840.605 $ | +7,5 % |
| WESCAP Management Group, Inc. | 16.162.566 $ | +1.275.675 $ | +8,6 % | 14.886.891 $ | +684.446 $ | +4,8 % | 14.202.445 $ | +956.148 $ | +7,2 % | 13.246.297 $ | +509.920 $ | +4,0 % |
| FMR LLC | 16.107.395 $ | +1.926.172 $ | +13,6 % | 14.181.223 $ | +1.973.693 $ | +16,2 % | 12.207.530 $ | +1.004.542 $ | +9,0 % | 11.202.988 $ | +1.603.749 $ | +16,7 % |
| Lighthouse Wealth Management Inc. | 16.000.938 $ | +1.359.089 $ | +9,3 % | 14.641.849 $ | +885.879 $ | +6,4 % | 13.755.970 $ | +902.713 $ | +7,0 % | 12.853.257 $ | +203.090 $ | +1,6 % |
| GLENMEDE TRUST CO NA | 15.472.327 $ | +1.209.335 $ | +8,5 % | 14.262.992 $ | -240.940 $ | -1,7 % | 14.503.932 $ | |||||
| Janney Montgomery Scott LLC | 15.274.000 $ | +1.853.000 $ | +13,8 % | 13.421.000 $ | +2.773.000 $ | +26,0 % | 10.648.000 $ | +402.000 $ | +3,9 % | 10.246.000 $ | +3.037.000 $ | +42,1 % |
| Essex Financial Services, Inc. | 15.251.786 $ | +1.934.040 $ | +14,5 % | 13.317.746 $ | +1.314.209 $ | +10,9 % | 12.003.537 $ | +1.346.658 $ | +12,6 % | 10.656.879 $ | +905.322 $ | +9,3 % |
| PCA Investment Advisory Services Inc. | 15.145.787 $ | +2.569.780 $ | +20,4 % | 12.576.007 $ | +1.820.982 $ | +16,9 % | 10.755.025 $ | +1.643.495 $ | +18,0 % | 9.111.530 $ | +1.357.964 $ | +17,5 % |
| Stonebridge Financial Group, LLC | 14.369.927 $ | -119.689 $ | -0,8 % | 14.489.616 $ | -460.973 $ | -3,1 % | 14.950.589 $ | +499.077 $ | +3,5 % | 14.451.512 $ | +943.204 $ | +7,0 % |
| Independent Advisor Alliance | 1.935.247 $ | -12.845.639 $ | -86,9 % | 14.780.886 $ | +12.933.270 $ | +700,0 % | 1.847.616 $ | +67.337 $ | +3,8 % | 1.780.279 $ | +115.771 $ | +7,0 % |
| Wood Tarver Financial Group, LLC | 14.700.000 $ | +2.447.000 $ | +20,0 % | 12.253.000 $ | +10.378.000 $ | +553,5 % | 1.875.000 $ | +734.000 $ | +64,3 % | 1.141.000 $ | +823.000 $ | +258,8 % |
| Quantinno Capital Management LP | 14.485.178 $ | +3.998.872 $ | +38,1 % | 10.486.306 $ | +3.156.231 $ | +43,1 % | 7.330.075 $ | +3.244.684 $ | +79,4 % | 4.085.391 $ | +286.800 $ | +7,6 % |
| Vertex Planning Partners, LLC | 14.164.333 $ | +3.244.263 $ | +29,7 % | 10.920.070 $ | +540.198 $ | +5,2 % | 10.379.872 $ | +555.543 $ | +5,7 % | 9.824.329 $ | +720.330 $ | +7,9 % |
| Compass Financial Group, Inc. | 14.033.968 $ | +1.572.077 $ | +12,6 % | 12.461.891 $ | -148.563 $ | -1,2 % | 12.610.454 $ | +272.600 $ | +2,2 % | 12.337.854 $ | +308.742 $ | +2,6 % |
| Prime Capital Investment Advisors, LLC | 9.625.971 $ | -3.624.949 $ | -27,4 % | 13.250.920 $ | -298.845 $ | -2,2 % | 13.549.765 $ | -411.802 $ | -2,9 % | 13.961.567 $ | +269.670 $ | +2,0 % |
| Glenmede Investment Management, LP | 13.960.442 $ | +746.546 $ | +5,6 % | |||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 13.939.230 $ | +1.984.152 $ | +16,6 % | 11.955.078 $ | +578.365 $ | +5,1 % | 11.376.713 $ | +760.957 $ | +7,2 % | 10.615.756 $ | +944.225 $ | +9,8 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9.924.233 $ | -3.353.232 $ | -25,3 % | 13.277.465 $ | ||||||||
| CX Institutional | 12.879.000 $ | +1.239.000 $ | +10,6 % | 11.640.000 $ | +2.202.000 $ | +23,3 % | 9.438.000 $ | +190.000 $ | +2,1 % | 9.248.000 $ | +7.793.000 $ | +535,6 % |
| Perigon Wealth Management, LLC | 12.739.114 $ | +2.427.514 $ | +23,5 % | 10.311.600 $ | ||||||||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 12.718.788 $ | +1.480.589 $ | +13,2 % | 11.238.199 $ | -29.139 $ | -0,3 % | 11.267.338 $ | -44.491 $ | -0,4 % | 11.311.829 $ | +651.067 $ | +6,1 % |
| Rodgers & Associates, LTD | 12.396.367 $ | +1.288.802 $ | +11,6 % | 11.107.565 $ | -399.606 $ | -3,5 % | 11.507.171 $ | +213.110 $ | +1,9 % | 11.294.061 $ | +548.210 $ | +5,1 % |
| IEQ CAPITAL, LLC | 12.349.711 $ | +1.486.777 $ | +13,7 % | 10.862.934 $ | +143.031 $ | +1,3 % | 10.719.903 $ | +395.606 $ | +3,8 % | 10.324.297 $ | +956.052 $ | +10,2 % |
| Ameritas Investment Partners, Inc. | 279.280 $ | +26.607 $ | +10,5 % | 252.673 $ | -12.093.871 $ | -98,0 % | 12.346.544 $ | +967.686 $ | +8,5 % | 11.378.858 $ | +1.145.952 $ | +11,2 % |
| Cyr Financial Inc. | 12.309.743 $ | +1.753.091 $ | +16,6 % | 10.556.652 $ | +1.008.406 $ | +10,6 % | 9.548.246 $ | +1.126.526 $ | +13,4 % | 8.421.720 $ | +725.178 $ | +9,4 % |
| Kestra Advisory Services, LLC | 12.225.854 $ | +1.653.978 $ | +15,6 % | 10.571.876 $ | +20.869 $ | +0,2 % | 10.551.007 $ | +975.447 $ | +10,2 % | 9.575.560 $ | -1.039.130 $ | -9,8 % |
| Trinity Legacy Partners, LLC | 11.514.546 $ | +496.005 $ | +4,5 % | 11.018.541 $ | +725.142 $ | +7,0 % | 10.293.399 $ | +377.959 $ | +3,8 % | 9.915.440 $ | +809.446 $ | +8,9 % |
| ARQ WEALTH ADVISORS, LLC | 11.493.715 $ | +5.125.796 $ | +80,5 % | 6.367.919 $ | +584.177 $ | +10,1 % | 5.783.742 $ | +1.220.194 $ | +26,7 % | 4.563.548 $ | ||
| Farther Finance Advisors, LLC | 11.484.522 $ | +919.157 $ | +8,7 % | 10.565.365 $ | -355.882 $ | -3,3 % | 10.921.247 $ | +2.168.032 $ | +24,8 % | 8.753.215 $ | -1.580.542 $ | -15,3 % |
| JNBA Financial Advisors | 11.397.364 $ | +1.004.976 $ | +9,7 % | 10.392.388 $ | -518.572 $ | -4,8 % | 10.910.960 $ | +226.220 $ | +2,1 % | 10.684.740 $ | +632.544 $ | +6,3 % |
| PERSPECTIVE WEALTH ADVISORS LLC | 11.126.083 $ | +1.473.321 $ | +15,3 % | 9.652.762 $ | ||||||||
| Bouvel Investment Partners, LLC | 11.025.713 $ | +1.600.775 $ | +17,0 % | 9.424.938 $ | +5.690.646 $ | +152,4 % | 3.734.292 $ | +304.503 $ | +8,9 % | 3.429.789 $ | +138.288 $ | +4,2 % |
| Darrow Company, Inc. | 10.846.494 $ | +1.361.498 $ | +14,4 % | 9.484.996 $ | +290.344 $ | +3,2 % | 9.194.652 $ | +97.266 $ | +1,1 % | 9.097.386 $ | +1.386.931 $ | +18,0 % |
| DEUTSCHE BANK AG\ | 10.559.250 $ | -65.750 $ | -0,6 % | 10.625.000 $ | +285.000 $ | +2,8 % | 10.340.000 $ | +7.369.250 $ | +248,1 % | 2.970.750 $ | +123.750 $ | +4,3 % |
| FIFTH THIRD BANCORP | 10.531.510 $ | +2.437.192 $ | +30,1 % | 8.094.318 $ | +7.787.104 $ | +2.534,7 % | 307.214 $ | +5.192 $ | +1,7 % | 302.022 $ | +25.228 $ | +9,1 % |
| MAI Capital Management | 10.458.312 $ | +1.886.496 $ | +22,0 % | 8.571.816 $ | +320.848 $ | +3,9 % | 8.250.968 $ | -790.275 $ | -8,7 % | 9.041.243 $ | +4.757.471 $ | +111,1 % |
| Global Retirement Partners, LLC | 10.404.649 $ | +857.776 $ | +9,0 % | 9.546.873 $ | +2.191.110 $ | +29,8 % | 7.355.763 $ | +782.384 $ | +11,9 % | |||
| Arlington Financial Advisors, LLC | 10.297.575 $ | +1.176.618 $ | +12,9 % | 9.120.957 $ | -235.311 $ | -2,5 % | 9.356.268 $ | +286.195 $ | +3,2 % | 9.070.073 $ | +594.898 $ | +7,0 % |
| WIMMER ASSOCIATES 1, LLC | 10.253.771 $ | +2.147.090 $ | +26,5 % | 8.106.681 $ | +103.333 $ | +1,3 % | 8.003.348 $ | +355.733 $ | +4,7 % | 7.647.615 $ | +506.576 $ | +7,1 % |
| NEPC LLC | 9.581.006 $ | -666.663 $ | -6,5 % | 10.247.669 $ | +273.705 $ | +2,7 % | 9.973.964 $ | +553.637 $ | +5,9 % | 9.420.327 $ | +1.795.909 $ | +23,6 % |
| CITADEL ADVISORS LLC | 6.830.393 $ | +752.266 $ | +12,4 % | 6.078.127 $ | +1.779.521 $ | +41,4 % | 4.298.606 $ | -5.725.119 $ | -57,1 % | 10.023.725 $ | +8.486.916 $ | +552,2 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 2.829.000 $ | +187.000 $ | +7,1 % | 2.642.000 $ | -7.288.000 $ | -73,4 % | 9.930.000 $ | +1.358.000 $ | +15,8 % | 8.572.000 $ | +4.367.000 $ | +103,9 % |
| OneDigital Investment Advisors LLC | 2.572.386 $ | +184.610 $ | +7,7 % | 2.387.776 $ | -7.216.361 $ | -75,1 % | 9.604.137 $ | +404.467 $ | +4,4 % | 9.199.670 $ | -268.083 $ | -2,8 % |
| Marion Wealth Management | 9.290.221 $ | +1.164.447 $ | +14,3 % | 8.125.774 $ | -1.363.342 $ | -14,4 % | 9.489.116 $ | +746.203 $ | +8,5 % | 8.742.913 $ | +577.068 $ | +7,1 % |
| Woodside Wealth Management LLC | 9.464.165 $ | +1.174.458 $ | +14,2 % | 8.289.707 $ | +327.148 $ | +4,1 % | 7.962.559 $ | +276.859 $ | +3,6 % | 7.685.700 $ | +551.581 $ | +7,7 % |
| Crescent Grove Advisors, LLC | 9.331.244 $ | +57.542 $ | +0,6 % | 9.273.702 $ | +879.631 $ | +10,5 % | 8.394.071 $ | +2.139.018 $ | +34,2 % | 6.255.053 $ | ||
| Resonant Capital Advisors, LLC | 9.196.284 $ | +1.106.345 $ | +13,7 % | 8.089.939 $ | +295.026 $ | +3,8 % | 7.794.913 $ | +269.528 $ | +3,6 % | 7.525.385 $ | +49.344 $ | +0,7 % |
| Arkadios Wealth Advisors | 9.065.156 $ | +889.113 $ | +10,9 % | 8.176.043 $ | +6.140.974 $ | +301,8 % | 2.035.069 $ | +51.862 $ | +2,6 % | 1.983.207 $ | +163.381 $ | +9,0 % |
| Weaver Capital Management LLC | 9.033.380 $ | +0 $ | +0,0 % | 9.033.380 $ | -24.925 $ | -0,3 % | 9.058.305 $ | +210.745 $ | +2,4 % | 8.847.560 $ | -6.561.282 $ | -42,6 % |
| Federation des caisses Desjardins du Quebec | 8.190.828 $ | +1.075.148 $ | +15,1 % | 7.115.680 $ | +62.552 $ | +0,9 % | 7.053.128 $ | -160.765 $ | -2,2 % | |||
| Bigelow Investment Advisors, LLC | 8.022.099 $ | +2.067.285 $ | +34,7 % | 5.954.814 $ | +1.103.917 $ | +22,8 % | 4.850.897 $ | +792.827 $ | +19,5 % | 4.058.070 $ | +927.061 $ | +29,6 % |
| Prosperity Consulting Group, LLC | 8.002.768 $ | +933.387 $ | +13,2 % | 7.069.381 $ | -901.629 $ | -11,3 % | 7.971.010 $ | +849.073 $ | +11,9 % | 7.121.937 $ | ||
| Hirtle & Co., LLC | 7.976.504 $ | +1.401.939 $ | +21,3 % | 6.574.565 $ | -609.283 $ | -8,5 % | 7.183.848 $ | +1.226.210 $ | +20,6 % | 5.957.638 $ | +387.424 $ | +7,0 % |
| Baird Financial Group, Inc. | 7.954.562 $ | +885.395 $ | +12,5 % | 7.069.167 $ | +174.645 $ | +2,5 % | 6.894.522 $ | +2.563.239 $ | +59,2 % | 4.331.283 $ | +528.251 $ | +13,9 % |
| Burns Matteson Capital Management, LLC | 7.930.404 $ | +1.426.954 $ | +21,9 % | 6.503.450 $ | +2.733.582 $ | +72,5 % | 3.769.868 $ | +268.685 $ | +7,7 % | 3.501.183 $ | +1.106.443 $ | +46,2 % |
| SEVEN MILE ADVISORY | 7.831.176 $ | +315.393 $ | +4,2 % | 7.515.783 $ | ||||||||
| Strategic Financial Concepts, LLC | 7.752.013 $ | +4.083.074 $ | +111,3 % | 3.668.939 $ | +3.467.741 $ | +1.723,5 % | 201.198 $ | |||||
| Three Bridge Wealth Advisors, LLC | 7.748.362 $ | +1.020.617 $ | +15,2 % | 6.727.745 $ | -82.593 $ | -1,2 % | 6.810.338 $ | +196.576 $ | +3,0 % | 6.613.762 $ | +1.502.591 $ | +29,4 % |
| Delta Wealth Advisors LLC | 7.572.390 $ | +690.000 $ | +10,0 % | 6.882.390 $ | +951.055 $ | +16,0 % | 5.931.335 $ | +1.089.082 $ | +22,5 % | 4.842.253 $ | +233.335 $ | +5,1 % |
| Ellevest, Inc. | 7.568.970 $ | +938.440 $ | +14,2 % | 6.630.530 $ | +103.676 $ | +1,6 % | 6.526.854 $ | +228.875 $ | +3,6 % | 6.297.979 $ | +409.557 $ | +7,0 % |
| Integrated Wealth Concepts LLC | 7.470.925 $ | +4.741.280 $ | +173,7 % | 2.729.645 $ | +1.251.398 $ | +84,7 % | 1.478.247 $ | -1.987.689 $ | -57,3 % | 3.465.936 $ | -1.063.747 $ | -23,5 % |
| Johnson & White Wealth Management, LLC | 7.381.327 $ | +930.269 $ | +14,4 % | 6.451.058 $ | +377.080 $ | +6,2 % | 6.073.978 $ | +588.708 $ | +10,7 % | 5.485.270 $ | +447.270 $ | +8,9 % |
| Intelligence Driven Advisers, LLC | 7.325.389 $ | +749.327 $ | +11,4 % | 6.576.062 $ | -138.473 $ | -2,1 % | 6.714.535 $ | -158.834 $ | -2,3 % | 6.873.369 $ | +402.253 $ | +6,2 % |
| Journey Advisory Group, LLC | 7.300.676 $ | +865.828 $ | +13,5 % | 6.434.848 $ | -441.371 $ | -6,4 % | 6.876.219 $ | +30.612 $ | +0,4 % | 6.845.607 $ | +151.350 $ | +2,3 % |
| Creative Capital Management Investments LLC | 7.248.950 $ | +861.855 $ | +13,5 % | 6.387.095 $ | +21.117 $ | +0,3 % | 6.365.978 $ | +195.602 $ | +3,2 % | 6.170.376 $ | +345.872 $ | +5,9 % |
| CITIGROUP INC | 7.161.764 $ | +1.049.829 $ | +17,2 % | 6.111.935 $ | +434.749 $ | +7,7 % | 5.677.186 $ | -584.911 $ | -9,3 % | 6.262.097 $ | +1.621.881 $ | +35,0 % |
| Beacon Pointe Advisors, LLC | 7.073.134 $ | +775.929 $ | +12,3 % | 6.297.205 $ | +5.450.003 $ | +643,3 % | 847.202 $ | -44.744 $ | -5,0 % | 891.946 $ | -1.353.643 $ | -60,3 % |
| Mowery & Schoenfeld Wealth Management, LLC | 6.975.664 $ | +1.959.956 $ | +39,1 % | 5.015.708 $ | +1.249.867 $ | +33,2 % | 3.765.841 $ | +1.065.583 $ | +39,5 % | 2.700.258 $ | +2.552.313 $ | +1.725,2 % |
| Sigma Planning Corp | 6.968.684 $ | +900.972 $ | +14,8 % | 6.067.712 $ | -308.060 $ | -4,8 % | 6.375.772 $ | +440.719 $ | +7,4 % | 5.935.053 $ | -1.214.367 $ | -17,0 % |
| Ifrah Financial Services, Inc. | 6.702.690 $ | +520.154 $ | +8,4 % | 6.182.536 $ | +64.068 $ | +1,0 % | 6.118.468 $ | +175.437 $ | +3,0 % | 5.943.031 $ | +224.287 $ | +3,9 % |
| Tactive Advisors, LLC | 6.684.330 $ | |||||||||||
| Cornerstone Advisory, LLC | 6.635.135 $ | +619.946 $ | +10,3 % | 6.015.189 $ | +76.513 $ | +1,3 % | 5.938.676 $ | +76.382 $ | +1,3 % | 5.862.294 $ | +316.537 $ | +5,7 % |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 3.124.665 $ | +266.983 $ | +9,3 % | 2.857.682 $ | -3.735.073 $ | -56,7 % | 6.592.755 $ | |||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 6.404.857 $ | +431.349 $ | +7,2 % | 5.973.508 $ | -154.440 $ | -2,5 % | 6.127.948 $ | -114.946 $ | -1,8 % | 6.242.894 $ | -13.435.473 $ | -68,3 % |
| CIDEL ASSET MANAGEMENT INC | 6.382.670 $ | +872.800 $ | +15,8 % | 5.509.870 $ | +18.400 $ | +0,3 % | 5.491.470 $ | +270.619 $ | +5,2 % | 5.220.851 $ | +332.072 $ | +6,8 % |
| Summit Asset Management, LLC | 6.375.700 $ | +601.904 $ | +10,4 % | 5.773.796 $ | +154.213 $ | +2,7 % | 5.619.583 $ | +237.772 $ | +4,4 % | 5.381.811 $ | +224.186 $ | +4,3 % |
| Keystone Financial Group | 5.504.523 $ | -857.104 $ | -13,5 % | 6.361.627 $ | +6.106.436 $ | +2.392,9 % | 255.191 $ | -111.042 $ | -30,3 % | 366.233 $ | -6.475.917 $ | -94,6 % |
| Geneos Wealth Management Inc. | 6.360.879 $ | +46.103 $ | +0,7 % | 6.314.776 $ | +267.585 $ | +4,4 % | 6.047.191 $ | +1.256.880 $ | +26,2 % | 4.790.311 $ | +153.132 $ | +3,3 % |
| IVC Wealth Advisors LLC | 6.246.613 $ | +765.391 $ | +14,0 % | 5.481.222 $ | +1.071.876 $ | +24,3 % | 4.409.346 $ | +289.864 $ | +7,0 % | 4.119.482 $ | +224.710 $ | +5,8 % |
| MA Private Wealth | 951.076 $ | +51.839 $ | +5,8 % | 899.237 $ | -45.260 $ | -4,8 % | 944.497 $ | -5.153.225 $ | -84,5 % | 6.097.722 $ | +76.659 $ | +1,3 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 6.055.306 $ | +1.166.554 $ | +23,9 % | 4.888.752 $ | +1.264.468 $ | +34,9 % | 3.624.284 $ | +3.228.153 $ | +814,9 % | 396.131 $ | +25.760 $ | +7,0 % |
| Carolina Wealth Management Inc | 5.996.274 $ | |||||||||||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5.871.315 $ | +684.999 $ | +13,2 % | 5.186.316 $ | -74.340 $ | -1,4 % | 5.260.656 $ | +163.785 $ | +3,2 % | 5.096.871 $ | +303.805 $ | +6,3 % |
| Stegent Equity Advisors, Inc. | 4.691.593 $ | -1.066.646 $ | -18,5 % | 5.758.239 $ | +434.026 $ | +8,2 % | 5.324.213 $ | -513.481 $ | -8,8 % | 5.837.694 $ | +1.648.998 $ | +39,4 % |
| Clarity Retirement & Wealth, LLC | 322.422 $ | -4.766.127 $ | -93,7 % | 5.088.549 $ | -683.679 $ | -11,8 % | 5.772.228 $ | |||||
| HUNTINGTON NATIONAL BANK | 5.474.234 $ | -292.331 $ | -5,1 % | 5.766.565 $ | +5.431.603 $ | +1.621,6 % | 334.962 $ | +12.208 $ | +3,8 % | 322.754 $ | -36.456 $ | -10,1 % |
| Precision Wealth Strategies, LLC | 5.542.591 $ | +614.745 $ | +12,5 % | 4.927.846 $ | -508.909 $ | -9,4 % | 5.436.755 $ | -259.385 $ | -4,6 % | 5.696.140 $ | -81.084 $ | -1,4 % |
| New England Private Wealth Advisors LLC | 5.654.994 $ | +715.136 $ | +14,5 % | 4.939.858 $ | +72.770 $ | +1,5 % | 4.867.088 $ | +186.608 $ | +4,0 % | 4.680.480 $ | +250.614 $ | +5,7 % |
| Friedenthal Financial | 5.637.570 $ | +692.384 $ | +14,0 % | 4.945.186 $ | +308.854 $ | +6,7 % | 4.636.332 $ | +181.395 $ | +4,1 % | 4.454.937 $ | +4.409.347 $ | +9.671,7 % |
| Laurel Wealth Advisors LLC | 5.434.237 $ | +112.962 $ | +2,1 % | 5.321.275 $ | +619.701 $ | +13,2 % | 4.701.574 $ | +422.066 $ | +9,9 % | 4.279.508 $ | +549.148 $ | +14,7 % |
| Ascentis Independent Advisors | 5.419.266 $ | +587.330 $ | +12,2 % | 4.831.936 $ | +20.805 $ | +0,4 % | 4.811.131 $ | +301.293 $ | +6,7 % | |||
| Crusonia Wealth Advisors LLC | 5.379.314 $ | +572.601 $ | +11,9 % | 4.806.713 $ | +32.867 $ | +0,7 % | 4.773.846 $ | |||||
| DecisionMap Wealth Management, LLC | 5.350.014 $ | +680.025 $ | +14,6 % | 4.669.989 $ | -15.024 $ | -0,3 % | 4.685.013 $ | +12.855 $ | +0,3 % | 4.672.158 $ | +258.093 $ | +5,8 % |
| Cadence Bank | 5.283.533 $ | -40.822 $ | -0,8 % | 5.324.355 $ | +434.726 $ | +8,9 % | ||||||
| Cornerstone Planning Group LLC | 5.304.082 $ | +430.139 $ | +8,8 % | 4.873.943 $ | +160.573 $ | +3,4 % | 4.713.370 $ | +383.664 $ | +8,9 % | 4.329.706 $ | +303.605 $ | +7,5 % |
| FIDUCIARY TRUST CO | 5.288.354 $ | +499.252 $ | +10,4 % | 4.789.102 $ | +127.913 $ | +2,7 % | 4.661.189 $ | +197.221 $ | +4,4 % | 4.463.968 $ | +185.952 $ | +4,3 % |
| Mutual Advisors, LLC | 4.322.194 $ | -49.875 $ | -1,1 % | 4.372.069 $ | -857.830 $ | -16,4 % | 5.229.899 $ | -580.572 $ | -10,0 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 5.220.602 $ | +513.789 $ | +10,9 % | 4.706.813 $ | +670.520 $ | +16,6 % | 4.036.293 $ | +338.138 $ | +9,1 % | |||
| Summit Financial, LLC | 5.187.376 $ | +1.323.165 $ | +34,2 % | 3.864.211 $ | -532.485 $ | -12,1 % | 4.396.696 $ | +143.534 $ | +3,4 % | 4.253.162 $ | +213.829 $ | +5,3 % |
| EverSource Wealth Advisors, LLC | 5.184.606 $ | +30.561 $ | +0,6 % | 5.154.045 $ | +1.726.387 $ | +50,4 % | 3.427.658 $ | +2.491.568 $ | +266,2 % | 936.090 $ | +751.369 $ | +406,8 % |
| PRECEDENT WEALTH PARTNERS, LLC | 5.180.220 $ | +420.704 $ | +8,8 % | 4.759.516 $ | +483.551 $ | +11,3 % | 4.275.965 $ | +20.434 $ | +0,5 % | 4.255.531 $ | +32.162 $ | +0,8 % |
| Unique Wealth Strategies, LLC | 5.168.195 $ | +1.608.365 $ | +45,2 % | 3.559.830 $ | -635.756 $ | -15,2 % | 4.195.586 $ | +709.399 $ | +20,3 % | 3.486.187 $ | +107.837 $ | +3,2 % |
| Roof Eidam Maycock Peralta, LLC | 5.153.538 $ | +267.675 $ | +5,5 % | 4.885.863 $ | +130.497 $ | +2,7 % | 4.755.366 $ | +86.337 $ | +1,8 % | 4.669.029 $ | -61.736 $ | -1,3 % |
| Kingsview Wealth Management, LLC | 5.010.361 $ | +639.863 $ | +14,6 % | 4.370.498 $ | +168.333 $ | +4,0 % | 4.202.165 $ | +1.233.556 $ | +41,6 % | 2.968.609 $ | -4.603.236 $ | -60,8 % |
| IHT Wealth Management, LLC | 4.970.667 $ | +1.601.802 $ | +47,5 % | 3.368.865 $ | -90.626 $ | -2,6 % | 3.459.491 $ | +192.987 $ | +5,9 % | 3.266.504 $ | +44.604 $ | +1,4 % |
| Capital Investment Advisory Services, LLC | 4.889.667 $ | +172.719 $ | +3,7 % | 4.716.948 $ | -72.375 $ | -1,5 % | 4.789.323 $ | +4.135.002 $ | +632,0 % | 654.321 $ | -4.234.030 $ | -86,6 % |
| Curry Webb Wealth Management LLC | 4.840.621 $ | +345.225 $ | +7,7 % | 4.495.396 $ | -292.673 $ | -6,1 % | 4.788.069 $ | |||||
| NewEdge Advisors, LLC | 4.834.759 $ | +410.274 $ | +9,3 % | 4.424.485 $ | +74.591 $ | +1,7 % | 4.349.894 $ | -302.545 $ | -6,5 % | 4.652.439 $ | -3.411.560 $ | -42,3 % |
| CVFG LLC | 4.826.065 $ | +552.583 $ | +12,9 % | 4.273.482 $ | +245.773 $ | +6,1 % | 4.027.709 $ | +163.938 $ | +4,2 % | 3.863.771 $ | +214.214 $ | +5,9 % |
| Capital Asset Advisory Services LLC | 4.810.136 $ | +179.006 $ | +3,9 % | 4.631.130 $ | +177.705 $ | +4,0 % | 4.453.425 $ | +423.232 $ | +10,5 % | 4.030.193 $ | +336.948 $ | +9,1 % |
| Future Financial Wealth Managment LLC | 2.720.278 $ | -72.967 $ | -2,6 % | 2.793.245 $ | -1.982.854 $ | -41,5 % | 4.776.099 $ | +250.440 $ | +5,5 % | 4.525.659 $ | +275.896 $ | +6,5 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 4.699.000 $ | +396.000 $ | +9,2 % | 4.303.000 $ | +283.000 $ | +7,0 % | 4.020.000 $ | +56.000 $ | +1,4 % | 3.964.000 $ | +458.000 $ | +13,1 % |
| One Wealth Map LLC | 4.697.232 $ | +400.851 $ | +9,3 % | 4.296.381 $ | +19.742 $ | +0,5 % | 4.276.639 $ | +387.347 $ | +10,0 % | 3.889.292 $ | +160.565 $ | +4,3 % |
| Savvy Advisors, Inc. | 4.658.870 $ | +821.625 $ | +21,4 % | 3.837.245 $ | +402.748 $ | +11,7 % | 3.434.497 $ | +1.160.859 $ | +51,1 % | 2.273.638 $ | +783.215 $ | +52,5 % |
| Concurrent Investment Advisors, LLC | 4.645.815 $ | +480.462 $ | +11,5 % | 4.165.353 $ | -220.899 $ | -5,0 % | 4.386.252 $ | +1.183.754 $ | +37,0 % | 3.202.498 $ | -1.252.950 $ | -28,1 % |
| WIN ADVISORS, INC | 1.709.872 $ | -2.925.758 $ | -63,1 % | 4.635.630 $ | ||||||||
| Ashton Thomas Private Wealth, LLC | 4.630.603 $ | +1.058.480 $ | +29,6 % | 3.572.123 $ | +486.511 $ | +15,8 % | 3.085.612 $ | +321.976 $ | +11,7 % | 2.763.636 $ | +327.084 $ | +13,4 % |
| INTEGRITY ALLIANCE, LLC. | 4.594.755 $ | +1.728.917 $ | +60,3 % | 2.865.838 $ | -73.738 $ | -2,5 % | 2.939.576 $ | +486.934 $ | +19,9 % | 2.452.642 $ | +244.994 $ | +11,1 % |
| TRITONPOINT WEALTH, LLC | 540.341 $ | +96.183 $ | +21,7 % | 444.158 $ | -15.517 $ | -3,4 % | 459.675 $ | -4.088.330 $ | -89,9 % | 4.548.005 $ | +266.124 $ | +6,2 % |
| MATTERS CAPITAL LLC | 4.517.517 $ | +426.481 $ | +10,4 % | 4.091.036 $ | +109.267 $ | +2,7 % | 3.981.769 $ | |||||
| CWM, LLC | 4.497.716 $ | +610.716 $ | +15,7 % | 3.887.000 $ | -163.000 $ | -4,0 % | 4.050.000 $ | -9.839.000 $ | -70,8 % | |||
| Rollins Financial Advisors, LLC | 4.496.233 $ | +575.157 $ | +14,7 % | 3.921.076 $ | -113.029 $ | -2,8 % | 4.034.105 $ | +147.324 $ | +3,8 % | 3.886.781 $ | +244.605 $ | +6,7 % |
| Gateway Wealth Partners, LLC | 2.106.266 $ | -2.297.426 $ | -52,2 % | 4.403.692 $ | +2.204.240 $ | +100,2 % | 2.199.452 $ | +4.291 $ | +0,2 % | 2.195.161 $ | +115.552 $ | +5,6 % |
| Cypress Capital, LLC | 4.387.936 $ | +384.798 $ | +9,6 % | 4.003.138 $ | +66.678 $ | +1,7 % | 3.936.460 $ | +227.450 $ | +6,1 % | 3.709.010 $ | +1.151 $ | +0,0 % |
| Advyzon Investment Management, LLC | 4.306.003 $ | |||||||||||
| TritonPoint Partners, LLC | 4.250.343 $ | +609.781 $ | +16,7 % | 3.640.562 $ | -108.799 $ | -2,9 % | 3.749.361 $ | |||||
| Legacy Private Trust Co. | 4.242.489 $ | +493.798 $ | +13,2 % | 3.748.691 $ | -358.732 $ | -8,7 % | 4.107.423 $ | +105.841 $ | +2,6 % | 4.001.582 $ | +213.683 $ | +5,6 % |
| Traveka Wealth, LLC | 4.020.043 $ | +188.980 $ | +4,9 % | 3.831.063 $ | -400.301 $ | -9,5 % | 4.231.364 $ | +2.860 $ | +0,1 % | 4.228.504 $ | -1.028.708 $ | -19,6 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 4.220.000 $ | +498.000 $ | +13,4 % | 3.722.000 $ | +27.000 $ | +0,7 % | 3.695.000 $ | +132.000 $ | +3,7 % | 3.563.000 $ | +232.000 $ | +7,0 % |
| Wealthfront Advisers LLC | 4.185.093 $ | +602.119 $ | +16,8 % | 3.582.974 $ | +827.610 $ | +30,0 % | 2.755.364 $ | +370.403 $ | +15,5 % | 2.384.961 $ | +199.969 $ | +9,2 % |
| GUIDANCE CAPITAL, INC | 301.740 $ | -1.243.876 $ | -80,5 % | 1.545.616 $ | -2.628.400 $ | -63,0 % | 4.174.016 $ | +826.803 $ | +24,7 % | |||
| ALLIANCEBERNSTEIN L.P. | 3.987.688 $ | -151.083 $ | -3,7 % | 4.138.771 $ | ||||||||
| Regal Investment Advisors LLC | 2.840.714 $ | +320.583 $ | +12,7 % | 2.520.131 $ | +52.173 $ | +2,1 % | 2.467.958 $ | -1.646.498 $ | -40,0 % | 4.114.456 $ | +307.264 $ | +8,1 % |
| Yoder Wealth Management, Inc. | 4.113.304 $ | +463.951 $ | +12,7 % | 3.649.353 $ | +24.173 $ | +0,7 % | 3.625.180 $ | +91.657 $ | +2,6 % | 3.533.523 $ | +229.784 $ | +7,0 % |
| Jacobi Capital Management LLC | 4.047.872 $ | +698.048 $ | +20,8 % | 3.349.824 $ | +45.668 $ | +1,4 % | 3.304.156 $ | +434.006 $ | +15,1 % | 2.870.150 $ | +386.335 $ | +15,6 % |
| CENTRAL TRUST Co | 4.020.957 $ | +453.515 $ | +12,7 % | 3.567.442 $ | -134.425 $ | -3,6 % | 3.701.867 $ | -39.965 $ | -1,1 % | 3.741.832 $ | +57.716 $ | +1,6 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 3.982.828 $ | +1.869.856 $ | +88,5 % | 2.112.972 $ | +1.086.152 $ | +105,8 % | 1.026.820 $ | +580.190 $ | +129,9 % | 446.630 $ | +44.627 $ | +11,1 % |
| Ancora Advisors LLC | 1.466.051 $ | +152.756 $ | +11,6 % | 1.313.295 $ | +16.903 $ | +1,3 % | 1.296.392 $ | -2.631.639 $ | -67,0 % | 3.928.031 $ | -811.354 $ | -17,1 % |
| KWB Wealth | 3.762.014 $ | +1.444 $ | +0,0 % | 3.760.570 $ | -147.952 $ | -3,8 % | 3.908.522 $ | +788.836 $ | +25,3 % | 3.119.686 $ | -4.203.796 $ | -57,4 % |
| Merit Financial Group, LLC | 3.727.880 $ | +91.248 $ | +2,5 % | 3.636.632 $ | -224.024 $ | -5,8 % | 3.860.656 $ | +660.540 $ | +20,6 % | 3.200.116 $ | -1.440.266 $ | -31,0 % |
| SEAVIEW INVESTMENT MANAGERS LLC | 409.009 $ | -3.397.663 $ | -89,3 % | 3.806.672 $ | -5.933.484 $ | -60,9 % | ||||||
| FORTERIS WEALTH MANAGEMENT INC. | 3.782.964 $ | +342.933 $ | +10,0 % | 3.440.031 $ | +12.525 $ | +0,4 % | 3.427.506 $ | |||||
| COMERICA BANK | 3.180.431 $ | -591.114 $ | -15,7 % | 3.771.545 $ | +93.026 $ | +2,5 % | ||||||
| PRINCIPAL SECURITIES, INC. | 2.167.636 $ | +137.540 $ | +6,8 % | 2.030.096 $ | -1.696.928 $ | -45,5 % | 3.727.024 $ | +9.401 $ | +0,3 % | 3.717.623 $ | +1.190.812 $ | +47,1 % |
| Spire Wealth Management | 695.745 $ | -23.391 $ | -3,3 % | 719.136 $ | +26.306 $ | +3,8 % | 692.830 $ | -3.019.741 $ | -81,3 % | 3.712.571 $ | +72.634 $ | +2,0 % |
| HARBOUR INVESTMENTS, INC. | 3.708.448 $ | +276.702 $ | +8,1 % | 3.431.746 $ | +3.085.063 $ | +889,9 % | 346.683 $ | -78.947 $ | -18,5 % | 425.630 $ | +850 $ | +0,2 % |
| &PARTNERS | 3.446.000 $ | -145.616 $ | -4,1 % | 3.591.616 $ | +139.270 $ | +4,0 % | 3.452.346 $ | +86.325 $ | +2,6 % | 3.366.021 $ | +69.986 $ | +2,1 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.586.273 $ | +440.245 $ | +14,0 % | 3.146.028 $ | -424.441 $ | -11,9 % | 3.570.469 $ | +477.030 $ | +15,4 % | 3.093.439 $ | +538.538 $ | +21,1 % |
| Cresset Asset Management, LLC | 3.579.561 $ | +2.157.282 $ | +151,7 % | 1.422.279 $ | +434.596 $ | +44,0 % | 987.683 $ | +37.158 $ | +3,9 % | 950.525 $ | +62.206 $ | +7,0 % |
| FDx Advisors, Inc. | 3.416.000 $ | +349.000 $ | +11,4 % | 3.067.000 $ | +46.000 $ | +1,5 % | 3.021.000 $ | +164.000 $ | +5,7 % | |||
| Quadrature Capital Ltd | 1.526.165 $ | -1.863.742 $ | -55,0 % | 3.389.907 $ | +1.706.547 $ | +101,4 % | ||||||
| SIGMA INVESTMENT COUNSELORS INC | 3.370.680 $ | +395.998 $ | +13,3 % | 2.974.682 $ | -55.663 $ | -1,8 % | 3.030.345 $ | +110.441 $ | +3,8 % | 2.919.904 $ | +139.369 $ | +5,0 % |
| Security Financial Services, INC. | 3.335.056 $ | +385.915 $ | +13,1 % | 2.949.141 $ | -239.073 $ | -7,5 % | 3.188.214 $ | +113.346 $ | +3,7 % | 3.074.868 $ | +176.921 $ | +6,1 % |
| WFA of San Diego, LLC | 3.310.278 $ | +176.222 $ | +5,6 % | 3.134.056 $ | +14.849 $ | +0,5 % | 3.119.207 $ | -22.398 $ | -0,7 % | 3.141.605 $ | +194.435 $ | +6,6 % |
| J.W. COLE ADVISORS, INC. | 3.223.877 $ | +249.502 $ | +8,4 % | 2.974.375 $ | +425.897 $ | +16,7 % | 2.548.478 $ | +253.716 $ | +11,1 % | 2.294.762 $ | +204.983 $ | +9,8 % |
| AdvisorNet Financial, Inc | 3.223.795 $ | +200.478 $ | +6,6 % | 3.023.317 $ | -21.160 $ | -0,7 % | 3.044.477 $ | +28.657 $ | +1,0 % | 3.015.820 $ | -1.074.831 $ | -26,3 % |
| Institute for Wealth Management, LLC. | 3.211.868 $ | +386.429 $ | +13,7 % | 2.825.439 $ | +12.588 $ | +0,4 % | 2.812.851 $ | +63.293 $ | +2,3 % | 2.749.558 $ | +153.553 $ | +5,9 % |
| Smith Salley Wealth Management | 3.203.979 $ | +385.450 $ | +13,7 % | 2.818.529 $ | +36.173 $ | +1,3 % | 2.782.356 $ | +101.403 $ | +3,8 % | 2.680.953 $ | +174.342 $ | +7,0 % |
| JANE STREET GROUP, LLC | 3.157.749 $ | +1.306.976 $ | +70,6 % | 1.850.773 $ | +1.243.750 $ | +204,9 % | 607.023 $ | -243.981 $ | -28,7 % | 851.004 $ | -113.548 $ | -11,8 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.129.812 $ | -195.582 $ | -5,9 % | |||||||||
| Onyx Bridge Wealth Group LLC | 3.116.558 $ | +152.245 $ | +5,1 % | 2.964.313 $ | +238.296 $ | +8,7 % | 2.726.017 $ | -81.217 $ | -2,9 % | 2.807.234 $ | -22.106 $ | -0,8 % |
| Northwest Bancshares, Inc. | 3.069.606 $ | +366.527 $ | +13,6 % | 2.703.079 $ | +12.405 $ | +0,5 % | 2.690.674 $ | +88.206 $ | +3,4 % | 2.602.468 $ | +147.680 $ | +6,0 % |
| PARK AVENUE SECURITIES LLC | 3.052.000 $ | +445.000 $ | +17,1 % | 2.607.000 $ | +70.000 $ | +2,8 % | 2.537.000 $ | +80.000 $ | +3,3 % | 2.457.000 $ | -5.472.000 $ | -69,0 % |
| Certified Advisory Corp | 3.026.576 $ | +496.727 $ | +19,6 % | 2.529.849 $ | +229.945 $ | +10,0 % | 2.299.904 $ | +484.752 $ | +26,7 % | 1.815.152 $ | +457.070 $ | +33,7 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 609.720 $ | -677.240 $ | -52,6 % | 1.286.960 $ | +620.274 $ | +93,0 % | 666.686 $ | -2.351.386 $ | -77,9 % | 3.018.072 $ | -5.844.963 $ | -65,9 % |
| VERITY Wealth Advisors | 1.877.016 $ | +177.202 $ | +10,4 % | 1.699.814 $ | -1.306.423 $ | -43,5 % | 3.006.237 $ | +150.201 $ | +5,3 % | 2.856.036 $ | +139.422 $ | +5,1 % |
| JFS WEALTH ADVISORS, LLC | 2.980.760 $ | +560.250 $ | +23,1 % | 2.420.510 $ | -99.397 $ | -3,9 % | 2.519.907 $ | +32.675 $ | +1,3 % | 2.487.232 $ | +43.165 $ | +1,8 % |
| SUMMITPOINT CAPITAL MANAGEMENT | 2.952.249 $ | +30.836 $ | +1,1 % | 2.921.413 $ | ||||||||
| Advisory Services Network, LLC | 2.943.933 $ | +326.560 $ | +12,5 % | 2.617.373 $ | +429.882 $ | +19,7 % | 2.187.491 $ | +40.549 $ | +1,9 % | 2.146.942 $ | +291.196 $ | +15,7 % |
| Clark Wealth Partners | 24.589 $ | -2.991 $ | -10,8 % | 27.580 $ | -2.914.501 $ | -99,1 % | 2.942.081 $ | +0 $ | +0,0 % | 2.942.081 $ | -4.246.037 $ | -59,1 % |
| Financial Advisors, LLC | 2.939.775 $ | +122.460 $ | +4,3 % | |||||||||
| Wealthcare Advisory Partners LLC | 2.931.904 $ | +192.879 $ | +7,0 % | 2.739.025 $ | +148.267 $ | +5,7 % | 2.590.758 $ | +128.788 $ | +5,2 % | 2.461.970 $ | +144.168 $ | +6,2 % |
| Gladstone Institutional Advisory LLC | 2.909.798 $ | +700.560 $ | +31,7 % | 2.209.238 $ | -29.945 $ | -1,3 % | 2.239.183 $ | +361.740 $ | +19,3 % | 1.877.443 $ | -16.550 $ | -0,9 % |
| Stratos Wealth Partners, LTD. | 2.908.828 $ | +283.686 $ | +10,8 % | 2.625.142 $ | -168.265 $ | -6,0 % | 2.793.407 $ | +627.039 $ | +28,9 % | 2.166.368 $ | +323.400 $ | +17,5 % |
| Sequoia Financial Advisors, LLC | 2.381.474 $ | -209.221 $ | -8,1 % | 2.590.695 $ | +671.142 $ | +35,0 % | 1.919.553 $ | -958.377 $ | -33,3 % | 2.877.930 $ | +584.231 $ | +25,5 % |
| SCOTIA CAPITAL INC. | 347.550 $ | +48.479 $ | +16,2 % | 299.071 $ | -2.578.605 $ | -89,6 % | 2.877.676 $ | +175.379 $ | +6,5 % | 2.702.297 $ | +166.956 $ | +6,6 % |
| RETIREMENT PLANNING GROUP, LLC / NY | 2.794.635 $ | +358.701 $ | +14,7 % | 2.435.934 $ | +133.272 $ | +5,8 % | 2.302.662 $ | +269.695 $ | +13,3 % | 2.032.967 $ | +212.873 $ | +11,7 % |
| AE Wealth Management LLC | 2.572.634 $ | +665.071 $ | +34,9 % | 1.907.563 $ | -750.458 $ | -28,2 % | 2.658.021 $ | -133.371 $ | -4,8 % | 2.791.392 $ | -106.821 $ | -3,7 % |
| HB Wealth Management, LLC | 2.776.716 $ | +685.423 $ | +32,8 % | 2.091.293 $ | +42.972 $ | +2,1 % | 2.048.321 $ | +74.692 $ | +3,8 % | 1.973.629 $ | +101.652 $ | +5,4 % |
| Shepherd Street Advisors LLC | 2.738.578 $ | +264.612 $ | +10,7 % | 2.473.966 $ | +447.582 $ | +22,1 % | 2.026.384 $ | |||||
| Sowell Financial Services LLC | 681.988 $ | -28.983 $ | -4,1 % | 710.971 $ | +7.731 $ | +1,1 % | 703.240 $ | -2.021.507 $ | -74,2 % | 2.724.747 $ | +2.066.568 $ | +314,0 % |
| IFP Advisors, Inc | 2.714.016 $ | +309.663 $ | +12,9 % | 2.404.353 $ | +693.857 $ | +40,6 % | 1.710.496 $ | +124.804 $ | +7,9 % | 1.585.692 $ | -366.295 $ | -18,8 % |
| Savant Capital, LLC | 2.710.651 $ | +662.166 $ | +32,3 % | 2.048.485 $ | +193.705 $ | +10,4 % | 1.854.780 $ | +56.405 $ | +3,1 % | 1.798.375 $ | +139.633 $ | +8,4 % |
| Wealth Preservation Advisors, LLC | 2.687.515 $ | +1.273.554 $ | +90,1 % | 1.413.961 $ | -215.151 $ | -13,2 % | 1.629.112 $ | +75.833 $ | +4,9 % | 1.553.279 $ | +70.840 $ | +4,8 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 2.287.024 $ | -22.829 $ | -1,0 % | 2.309.853 $ | -302.154 $ | -11,6 % | 2.612.007 $ | -71.539 $ | -2,7 % | 2.683.546 $ | -240.695 $ | -8,2 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.856.256 $ | +16.870 $ | +0,9 % | 1.839.386 $ | -748.073 $ | -28,9 % | 2.587.459 $ | -94.840 $ | -3,5 % | 2.682.299 $ | -203.993 $ | -7,1 % |
| Aaron Wealth Advisors LLC | 2.041.363 $ | +192.717 $ | +10,4 % | 1.848.646 $ | -289.901 $ | -13,6 % | 2.138.547 $ | -537.547 $ | -20,1 % | 2.676.094 $ | -95.597 $ | -3,4 % |
| Bell Investment Advisors, Inc | 2.676.091 $ | +318.454 $ | +13,5 % | 2.357.637 $ | +93.879 $ | +4,1 % | 2.263.758 $ | +32.638 $ | +1,5 % | 2.231.120 $ | -84.313 $ | -3,6 % |
| SigFig Wealth Management, LLC | 2.629.295 $ | +177.073 $ | +7,2 % | 2.452.222 $ | +506.430 $ | +26,0 % | 1.945.792 $ | +81.831 $ | +4,4 % | 1.863.961 $ | +250.618 $ | +15,5 % |
| Dorsey & Whitney Trust CO LLC | 2.600.839 $ | +175.888 $ | +7,3 % | 2.424.951 $ | +47.523 $ | +2,0 % | 2.377.428 $ | +93.394 $ | +4,1 % | 2.284.034 $ | +122.779 $ | +5,7 % |
| Apella Capital, LLC | 2.599.308 $ | +30.797 $ | +1,2 % | 2.568.511 $ | +51.341 $ | +2,0 % | 2.517.170 $ | +51.704 $ | +2,1 % | 2.465.466 $ | -103.993 $ | -4,0 % |
| Focus Partners Advisor Solutions, LLC | 2.580.498 $ | +413.269 $ | +19,1 % | 2.167.229 $ | +224.858 $ | +11,6 % | 1.942.371 $ | +1.523.679 $ | +363,9 % | 418.692 $ | -803.661 $ | -65,7 % |
| Envision Financial Transparency, LLC | 1.688.314 $ | -824.686 $ | -32,8 % | 2.513.000 $ | ||||||||
| GREAT LAKES ADVISORS, LLC | 2.512.881 $ | +302.166 $ | +13,7 % | 2.210.715 $ | +25.885 $ | +1,2 % | 2.184.830 $ | +82.565 $ | +3,9 % | 2.102.265 $ | +136.710 $ | +7,0 % |
| BlackRock, Inc. | 2.510.181 $ | +1.418.796 $ | +130,0 % | 1.091.385 $ | +459.127 $ | +72,6 % | 632.258 $ | +43.381 $ | +7,4 % | 588.877 $ | +118.014 $ | +25,1 % |
| TWO SIGMA INVESTMENTS, LP | 2.504.700 $ | +922.684 $ | +58,3 % | 1.582.016 $ | ||||||||
| Ameritas Advisory Services, LLC | 2.499.046 $ | +1.643.674 $ | +192,2 % | 855.372 $ | -921.285 $ | -51,9 % | 1.776.657 $ | +1.649.519 $ | +1.297,4 % | 127.138 $ | -1.216.540 $ | -90,5 % |
| TRUE Private Wealth Advisors | 2.202.491 $ | -284.844 $ | -11,5 % | 2.487.335 $ | +733.612 $ | +41,8 % | 1.753.723 $ | +86.328 $ | +5,2 % | 1.667.395 $ | +156.084 $ | +10,3 % |
| SHEETS SMITH WEALTH MANAGEMENT | 2.425.044 $ | +290.543 $ | +13,6 % | 2.134.501 $ | +29.953 $ | +1,4 % | 2.104.548 $ | +98.880 $ | +4,9 % | 2.005.668 $ | +95.636 $ | +5,0 % |
| Firestone Capital Management | 2.413.525 $ | +247.805 $ | +11,4 % | 2.165.720 $ | +48.440 $ | +2,3 % | 2.117.280 $ | +165.365 $ | +8,5 % | 1.951.915 $ | +56.802 $ | +3,0 % |
| Financial Engines Advisors L.L.C. | 2.409.036 $ | +290.529 $ | +13,7 % | 2.118.507 $ | +12.597 $ | +0,6 % | 2.105.910 $ | -18.779 $ | -0,9 % | 2.124.689 $ | +53.689 $ | +2,6 % |
| FINANCIAL LIFE ADVISORS | 230.073 $ | -137.891 $ | -37,5 % | 367.964 $ | -206.816 $ | -36,0 % | 574.780 $ | -1.800.790 $ | -75,8 % | 2.375.570 $ | -464.142 $ | -16,3 % |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 2.370.323 $ | +141.721 $ | +6,4 % | 2.228.602 $ | +129.955 $ | +6,2 % | 2.098.647 $ | +188.718 $ | +9,9 % | 1.909.929 $ | +602.090 $ | +46,0 % |
| Capital Developers, LLC | 2.338.415 $ | -24.110 $ | -1,0 % | 2.362.525 $ | ||||||||
| Detalus Advisors, LLC | 2.358.754 $ | +259.224 $ | +12,3 % | 2.099.530 $ | +28.835 $ | +1,4 % | 2.070.695 $ | -8.724 $ | -0,4 % | 2.079.419 $ | -115.733 $ | -5,3 % |
| MONTAG A & ASSOCIATES INC | 2.356.798 $ | +153.262 $ | +7,0 % | |||||||||
| BOK Financial Private Wealth, Inc. | 2.186.404 $ | +170.117 $ | +8,4 % | 2.016.287 $ | -334.049 $ | -14,2 % | 2.350.336 $ | +98.620 $ | +4,4 % | 2.251.716 $ | +96.968 $ | +4,5 % |
| Intrua Financial, LLC | 2.347.982 $ | +220.597 $ | +10,4 % | 2.127.385 $ | +245.744 $ | +13,1 % | 1.881.641 $ | +124.361 $ | +7,1 % | 1.757.280 $ | +247.482 $ | +16,4 % |
| Arax Advisory Partners | 2.342.828 $ | +850.996 $ | +57,0 % | 1.491.832 $ | +564.678 $ | +60,9 % | 927.154 $ | +79.947 $ | +9,4 % | |||
| Signal Advisors Wealth, LLC | 2.326.275 $ | +281.105 $ | +13,7 % | 2.045.170 $ | +983.723 $ | +92,7 % | 1.061.447 $ | +834.736 $ | +368,2 % | 226.711 $ | ||
| Stone Summit Wealth LLC | 466.200 $ | +12.226 $ | +2,7 % | 453.974 $ | -1.818.593 $ | -80,0 % | 2.272.567 $ | -32.599 $ | -1,4 % | 2.305.166 $ | +32.247 $ | +1,4 % |
| WBI INVESTMENTS, LLC | 2.263.545 $ | -30.688 $ | -1,3 % | 2.294.233 $ | ||||||||
| MILLINGTON SECURITIES, LLC | 2.294.233 $ | |||||||||||
| Prospera Financial Services Inc | 2.283.550 $ | +435.702 $ | +23,6 % | 1.847.848 $ | +154.407 $ | +9,1 % | 1.693.441 $ | +346.566 $ | +25,7 % | 1.346.875 $ | +384.564 $ | +40,0 % |
| GTS SECURITIES LLC | 312.446 $ | -1.891.166 $ | -85,8 % | 2.203.612 $ | +1.539.450 $ | +231,8 % | 664.162 $ | -1.616.235 $ | -70,9 % | 2.280.397 $ | +615.582 $ | +37,0 % |
| CIBC Bancorp USA Inc. | 2.259.790 $ | +169.469 $ | +8,1 % | 2.090.321 $ | ||||||||
| LIBERTY WEALTH MANAGEMENT LLC | 1.340.391 $ | +0 $ | +0,0 % | 1.340.391 $ | -918.034 $ | -40,6 % | 2.258.425 $ | +19.387 $ | +0,9 % | 2.239.038 $ | +70.571 $ | +3,3 % |
| CIBC Private Wealth Group LLC | 2.245.619 $ | -3.960 $ | -0,2 % | 2.249.579 $ | +104.060 $ | +4,9 % | ||||||
| EP Wealth Advisors, LLC | 2.234.121 $ | +613.570 $ | +37,9 % | 1.620.551 $ | -206.060 $ | -11,3 % | 1.826.611 $ | -1.591.868 $ | -46,6 % | |||
| Grove Bank & Trust | 2.228.938 $ | +210.425 $ | +10,4 % | 2.018.513 $ | +53.913 $ | +2,7 % | 1.964.600 $ | +83.125 $ | +4,4 % | 1.881.475 $ | +78.375 $ | +4,3 % |
| Ballentine Partners, LLC | 1.755.100 $ | -297.902 $ | -14,5 % | 2.053.002 $ | -163.678 $ | -7,4 % | 2.216.680 $ | +80.787 $ | +3,8 % | 2.135.893 $ | +138.897 $ | +7,0 % |
| Modera Wealth Management, LLC | 2.199.306 $ | +175.975 $ | +8,7 % | 2.023.331 $ | +75.266 $ | +3,9 % | 1.948.065 $ | -34.378 $ | -1,7 % | 1.982.443 $ | +123.776 $ | +6,7 % |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2.196.911 $ | +314.398 $ | +16,7 % | 1.882.513 $ | +165.424 $ | +9,6 % | 1.717.089 $ | +229.679 $ | +15,4 % | 1.487.410 $ | +120.954 $ | +8,9 % |
| Valmark Advisers, Inc. | 2.196.888 $ | +83.909 $ | +4,0 % | 2.112.979 $ | +126.375 $ | +6,4 % | 1.986.604 $ | +689.575 $ | +53,2 % | 1.297.029 $ | +73.616 $ | +6,0 % |
| BENJAMIN EDWARDS INC | 1.739.102 $ | -437.996 $ | -20,1 % | 2.177.098 $ | +702.852 $ | +47,7 % | 1.474.246 $ | +59.786 $ | +4,2 % | 1.414.460 $ | ||
| McNamara Financial Services, Inc. | 2.148.202 $ | +195.032 $ | +10,0 % | 1.953.170 $ | +2.753 $ | +0,1 % | 1.950.417 $ | +4.513 $ | +0,2 % | 1.945.904 $ | +104.143 $ | +5,7 % |
| Navigate Wealth Management, LLC | 2.095.939 $ | +150.035 $ | +7,7 % | 1.945.904 $ | ||||||||
| NOVARE CAPITAL MANAGEMENT LLC | 2.013.677 $ | +242.321 $ | +13,7 % | 1.771.356 $ | +43.480 $ | +2,5 % | 1.727.876 $ | -34.229 $ | -1,9 % | 1.762.105 $ | +114.589 $ | +7,0 % |
| Empire Financial Management Company, LLC | 1.667.794 $ | -316.395 $ | -15,9 % | 1.984.189 $ | -6.054 $ | -0,3 % | 1.990.243 $ | +70.861 $ | +3,7 % | 1.919.382 $ | +483.801 $ | +33,7 % |
| Dynamic Advisor Solutions LLC | 1.986.999 $ | +193.823 $ | +10,8 % | 1.793.176 $ | +253.964 $ | +16,5 % | 1.539.212 $ | +65.126 $ | +4,4 % | 1.474.086 $ | +61.405 $ | +4,3 % |
| CITIZENS FINANCIAL GROUP INC/RI | 1.969.208 $ | +124.967 $ | +6,8 % | 1.844.241 $ | -19.359 $ | -1,0 % | 1.863.600 $ | +138.144 $ | +8,0 % | 1.725.456 $ | +73.801 $ | +4,5 % |
| West Financial Advisors, LLC | 1.930.168 $ | +229.021 $ | +13,5 % | 1.701.147 $ | +20.284 $ | +1,2 % | 1.680.863 $ | +117.718 $ | +7,5 % | |||
| Disciplined Investors, L.L.C. | 1.923.167 $ | +215.937 $ | +12,6 % | 1.707.230 $ | +36.081 $ | +2,2 % | 1.671.149 $ | +80.081 $ | +5,0 % | 1.591.068 $ | +69.815 $ | +4,6 % |
| PFG Advisors | 954.501 $ | +434.863 $ | +83,7 % | 519.638 $ | +38.515 $ | +8,0 % | 481.123 $ | -1.431.400 $ | -74,8 % | 1.912.523 $ | +26.018 $ | +1,4 % |
| Verum Partners LLC | 1.912.074 $ | +232.436 $ | +13,8 % | 1.679.638 $ | -38.395 $ | -2,2 % | 1.718.033 $ | -39.836 $ | -2,3 % | 1.757.869 $ | +110.760 $ | +6,7 % |
| Shakespeare Wealth Management, LLC | 1.885.323 $ | +226.811 $ | +13,7 % | 1.658.512 $ | +18.142 $ | +1,1 % | 1.640.370 $ | -1.341 $ | -0,1 % | 1.641.711 $ | +105.154 $ | +6,8 % |
| FLAGSTAR SECURITIES, INC | 1.868.573 $ | +320.462 $ | +20,7 % | 1.548.111 $ | -269.625 $ | -14,8 % | 1.817.736 $ | +237.049 $ | +15,0 % | 1.580.687 $ | +103.370 $ | +7,0 % |
| Rather & Kittrell, Inc. | 1.862.090 $ | +224.016 $ | +13,7 % | 1.638.074 $ | +6.572 $ | +0,4 % | 1.631.502 $ | +42.190 $ | +2,7 % | 1.589.312 $ | +94.053 $ | +6,3 % |
| Western Wealth Management, LLC | 1.862.067 $ | +275.096 $ | +17,3 % | 1.586.971 $ | -7.032 $ | -0,4 % | 1.594.003 $ | +351.098 $ | +28,2 % | 1.242.905 $ | +152.328 $ | +14,0 % |
| Apollon Wealth Management, LLC | 1.384.360 $ | +104.943 $ | +8,2 % | 1.279.417 $ | -13.102 $ | -1,0 % | 1.292.519 $ | -547.616 $ | -29,8 % | 1.840.135 $ | -570.300 $ | -23,7 % |
| NATIXIS ADVISORS, LLC | 1.805.000 $ | +432.000 $ | +31,5 % | 1.373.000 $ | +716.000 $ | +109,0 % | 657.000 $ | -91.000 $ | -12,2 % | 748.000 $ | +4.000 $ | +0,5 % |
| Nova Wealth Management, Inc. | 1.802.815 $ | +338.434 $ | +23,1 % | 1.464.381 $ | +413.131 $ | +39,3 % | 1.051.250 $ | +390.354 $ | +59,1 % | 660.896 $ | +7.184 $ | +1,1 % |
| Clearstead Advisors, LLC | 1.692.334 $ | -108.334 $ | -6,0 % | 1.800.668 $ | +1.238.060 $ | +220,1 % | 562.608 $ | +20.549 $ | +3,8 % | 542.059 $ | +35.295 $ | +7,0 % |
| WEDBUSH SECURITIES INC | 1.788.000 $ | +584.000 $ | +48,5 % | 1.204.000 $ | +319.000 $ | +36,0 % | 885.000 $ | +101.000 $ | +12,9 % | 784.000 $ | +457.000 $ | +139,8 % |
| Plante Moran Financial Advisors, LLC | 1.785.309 $ | +205.656 $ | +13,0 % | 1.579.653 $ | +17.327 $ | +1,1 % | 1.562.326 $ | +290.323 $ | +22,8 % | 1.272.003 $ | +27.087 $ | +2,2 % |
| Bragg Financial Advisors, Inc | 1.767.322 $ | +183.052 $ | +11,6 % | 1.584.270 $ | +20.332 $ | +1,3 % | 1.563.938 $ | +56.998 $ | +3,8 % | 1.506.940 $ | +168.883 $ | +12,6 % |
| Maltin Wealth Management, Inc. | 369.921 $ | +23.698 $ | +6,8 % | 346.223 $ | -1.420.048 $ | -80,4 % | 1.766.271 $ | +172.272 $ | +10,8 % | 1.593.999 $ | +149.282 $ | +10,3 % |
| GATEWAY INVESTMENT ADVISERS LLC | 1.731.662 $ | |||||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.355.853 $ | -372.404 $ | -21,5 % | 1.728.257 $ | +1.525.691 $ | +753,2 % | 202.566 $ | |||||
| SUMMITRY LLC | 1.711.793 $ | +21.969 $ | +1,3 % | 1.689.824 $ | ||||||||
| EVERGREEN CAPITAL MANAGEMENT LLC | 787.975 $ | -82.538 $ | -9,5 % | 870.513 $ | -426.967 $ | -32,9 % | 1.297.480 $ | -411.911 $ | -24,1 % | 1.709.391 $ | -358.247 $ | -17,3 % |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.693.336 $ | +89.660 $ | +5,6 % | 1.603.676 $ | +42.832 $ | +2,7 % | 1.560.844 $ | +66.042 $ | +4,4 % | 1.494.802 $ | +62.268 $ | +4,3 % |
| OMNI 360 Wealth, Inc. | 1.685.388 $ | +251.452 $ | +17,5 % | 1.433.936 $ | +132.139 $ | +10,2 % | 1.301.797 $ | +143.868 $ | +12,4 % | 1.157.929 $ | +86.557 $ | +8,1 % |
| Avantax Planning Partners, Inc. | 1.676.497 $ | +201.689 $ | +13,7 % | 1.474.808 $ | +14.329 $ | +1,0 % | 1.460.479 $ | +53.227 $ | +3,8 % | 1.407.252 $ | +91.514 $ | +7,0 % |
| Diversified Portfolios, Inc. | 1.665.475 $ | +200.363 $ | +13,7 % | 1.465.112 $ | +18.803 $ | +1,3 % | 1.446.309 $ | +52.711 $ | +3,8 % | 1.393.598 $ | +85.130 $ | +6,5 % |
| Burt Wealth Advisors | 1.665.446 $ | +150.574 $ | +9,9 % | |||||||||
| Glen Eagle Advisors, LLC | 1.660.022 $ | +152.177 $ | +10,1 % | 1.507.845 $ | -62.758 $ | -4,0 % | 1.570.603 $ | +24.689 $ | +1,6 % | 1.545.914 $ | +24.445 $ | +1,6 % |
| Principle Wealth Partners LLC | 1.651.697 $ | +198.705 $ | +13,7 % | 1.452.992 $ | +18.648 $ | +1,3 % | 1.434.344 $ | +52.274 $ | +3,8 % | 1.382.070 $ | +89.876 $ | +7,0 % |
| Fairman Group, LLC | 1.642.024 $ | +191.037 $ | +13,2 % | 1.450.987 $ | +14.375 $ | +1,0 % | 1.436.612 $ | +25.867 $ | +1,8 % | 1.410.745 $ | +43.505 $ | +3,2 % |
| MRWM Advisors, LLC | 1.641.014 $ | +120.416 $ | +7,9 % | 1.520.598 $ | -8.316 $ | -0,5 % | 1.528.914 $ | +74.989 $ | +5,2 % | 1.453.925 $ | +40.219 $ | +2,8 % |
| OLD MISSION CAPITAL LLC | 1.607.017 $ | +43.433 $ | +2,8 % | |||||||||
| REGIONS FINANCIAL CORP | 1.603.069 $ | +324.363 $ | +25,4 % | 1.278.706 $ | +347.813 $ | +37,4 % | 930.893 $ | +33.927 $ | +3,8 % | 896.966 $ | +33.601 $ | +3,9 % |
| Brookstone Capital Management | 1.590.562 $ | +340.258 $ | +27,2 % | 1.250.304 $ | +9.306 $ | +0,7 % | 1.240.998 $ | +63.416 $ | +5,4 % | 1.177.582 $ | +95.339 $ | +8,8 % |
| Sterling Financial Planning, Inc. | 1.583.929 $ | +135.282 $ | +9,3 % | 1.448.647 $ | +18.905 $ | +1,3 % | 1.429.742 $ | -45.751 $ | -3,1 % | 1.475.493 $ | +44.680 $ | +3,1 % |
| Diversified Trust Co | 1.581.998 $ | +190.320 $ | +13,7 % | 1.391.678 $ | +17.861 $ | +1,3 % | 1.373.817 $ | +50.069 $ | +3,8 % | 1.323.748 $ | -272.980 $ | -17,1 % |
| MISSION WEALTH MANAGEMENT, LP | 1.567.141 $ | +673.083 $ | +75,3 % | 894.058 $ | +34.531 $ | +4,0 % | 859.527 $ | +33.886 $ | +4,1 % | 825.641 $ | +58.247 $ | +7,6 % |
| RENAISSANCE TECHNOLOGIES LLC | 297.489 $ | -1.118.905 $ | -79,0 % | 1.416.394 $ | +313.774 $ | +28,5 % | 1.102.620 $ | -457.125 $ | -29,3 % | 1.559.745 $ | -363.422 $ | -18,9 % |
| CreativeOne Wealth, LLC | 930.098 $ | -628.918 $ | -40,3 % | 1.559.016 $ | +317.463 $ | +25,6 % | 1.241.553 $ | +408.257 $ | +49,0 % | 833.296 $ | +101.107 $ | +13,8 % |
| Williams & Novak Wealth Management, LLC | 1.546.250 $ | +1.264.227 $ | +448,3 % | 282.023 $ | ||||||||
| Addison Advisors LLC | 1.545.258 $ | +57.331 $ | +3,9 % | 1.487.927 $ | +19.096 $ | +1,3 % | 1.468.831 $ | +53.531 $ | +3,8 % | 1.415.300 $ | +92.037 $ | +7,0 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.535.350 $ | +382.523 $ | +33,2 % | 1.152.827 $ | +7.622 $ | +0,7 % | 1.145.205 $ | +137.718 $ | +13,7 % | 1.007.487 $ | +431.900 $ | +75,0 % |
| Whipplewood Advisors, LLC | 1.484.690 $ | -16.307 $ | -1,1 % | 1.500.997 $ | -31.832 $ | -2,1 % | 1.532.829 $ | +41.713 $ | +2,8 % | 1.491.116 $ | +107.365 $ | +7,8 % |
| Choate Investment Advisors | 1.410.516 $ | -97.114 $ | -6,4 % | 1.507.630 $ | +32.354 $ | +2,2 % | 1.475.276 $ | +59.116 $ | +4,2 % | 1.416.160 $ | +71.674 $ | +5,3 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 1.503.202 $ | +264.489 $ | +21,4 % | 1.238.713 $ | +65.679 $ | +5,6 % | 1.173.034 $ | +7.057 $ | +0,6 % | 1.165.977 $ | -135.043 $ | -10,4 % |
| WEALTHSPAN PARTNERS, LLC | 1.499.765 $ | +189.125 $ | +14,4 % | 1.310.640 $ | +134.121 $ | +11,4 % | 1.176.519 $ | +42.878 $ | +3,8 % | 1.133.641 $ | +73.721 $ | +7,0 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.328.707 $ | +140.922 $ | +11,9 % | 1.187.785 $ | +38.436 $ | +3,3 % | 1.149.349 $ | -342.411 $ | -23,0 % | 1.491.760 $ | +162.324 $ | +12,2 % |
| Trinity Wealth Management, LLC | 1.488.884 $ | +146.297 $ | +10,9 % | 1.342.587 $ | +19.770 $ | +1,5 % | 1.322.817 $ | +167.473 $ | +14,5 % | 1.155.344 $ | +74.889 $ | +6,9 % |
| Empowered Funds, LLC | 1.487.500 $ | +278.527 $ | +23,0 % | 1.208.973 $ | -110.605 $ | -8,4 % | 1.319.578 $ | |||||
| Cambria Investment Management, L.P. | 1.487.500 $ | +278.527 $ | +23,0 % | 1.208.973 $ | -74.477 $ | -5,8 % | 1.283.450 $ | |||||
| Colorado Capital Management, Inc. | 1.461.000 $ | +176.000 $ | +13,7 % | 1.285.000 $ | +16.000 $ | +1,3 % | 1.269.000 $ | +46.000 $ | +3,8 % | 1.223.000 $ | +80.000 $ | +7,0 % |
| Allen Capital Group, LLC | 1.453.785 $ | +215.628 $ | +17,4 % | 1.238.157 $ | -16.390 $ | -1,3 % | 1.254.547 $ | +26.779 $ | +2,2 % | 1.227.768 $ | +63.568 $ | +5,5 % |
| BANK OF MONTREAL /CAN/ | 1.442.505 $ | +433.665 $ | +43,0 % | 1.008.840 $ | +29.043 $ | +3,0 % | 979.797 $ | +49.009 $ | +5,3 % | 930.788 $ | -12.653 $ | -1,3 % |
| Osprey Private Wealth LLC | 1.438.251 $ | +133.654 $ | +10,2 % | 1.304.597 $ | -128.734 $ | -9,0 % | 1.433.331 $ | |||||
| Virtu Financial LLC | 214.000 $ | -523.000 $ | -71,0 % | 737.000 $ | -696.000 $ | -48,6 % | 1.433.000 $ | |||||
| Sylvest Advisors, LLC | 1.416.937 $ | +899.383 $ | +173,8 % | 517.554 $ | ||||||||
| Sovereign Financial Group, Inc. | 1.405.969 $ | +340.489 $ | +32,0 % | 1.065.480 $ | +14.050 $ | +1,3 % | 1.051.430 $ | +92.164 $ | +9,6 % | 959.266 $ | -282.237 $ | -22,7 % |
| CENTAURUS FINANCIAL, INC. | 418.000 $ | -651.000 $ | -60,9 % | 1.069.000 $ | -316.000 $ | -22,8 % | 1.385.000 $ | +109.000 $ | +8,5 % | 1.276.000 $ | -27.000 $ | -2,1 % |
| Neuberger Berman Group LLC | 1.357.234 $ | +186.190 $ | +15,9 % | 1.171.044 $ | +15.029 $ | +1,3 % | 1.156.015 $ | +84.628 $ | +7,9 % | 1.071.387 $ | +69.673 $ | +7,0 % |
| EnRich Financial Partners LLC | 1.331.540 $ | +160.189 $ | +13,7 % | 1.171.351 $ | +12.265 $ | +1,1 % | 1.159.086 $ | +30.488 $ | +2,7 % | 1.128.598 $ | +72.040 $ | +6,8 % |
| Austin Wealth Management, LLC | 1.317.791 $ | +152.348 $ | +13,1 % | 1.165.443 $ | -10.451 $ | -0,9 % | 1.175.894 $ | +6.042 $ | +0,5 % | 1.169.852 $ | +68.173 $ | +6,2 % |
| DIMENSION CAPITAL MANAGEMENT LLC | 1.315.073 $ | +124.151 $ | +10,4 % | 1.190.922 $ | +3.766 $ | +0,3 % | 1.187.156 $ | +50.230 $ | +4,4 % | 1.136.926 $ | +47.360 $ | +4,3 % |
| Austin Asset Management Co Inc | 1.311.117 $ | +157.732 $ | +13,7 % | 1.153.385 $ | +14.803 $ | +1,3 % | 1.138.582 $ | +41.495 $ | +3,8 % | 1.097.087 $ | +71.344 $ | +7,0 % |
| Immaculate Wealth Management LLC | 1.306.573 $ | +145.573 $ | +12,5 % | 1.161.000 $ | ||||||||
| Parallel Advisors, LLC | 1.299.729 $ | +290.557 $ | +28,8 % | 1.009.172 $ | +335.958 $ | +49,9 % | 673.214 $ | +154.814 $ | +29,9 % | 518.400 $ | +36.240 $ | +7,5 % |
| Obsidian Personal Planning Solutions LLC | 1.291.604 $ | +40.641 $ | +3,2 % | |||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 1.287.589 $ | +154.902 $ | +13,7 % | 1.132.687 $ | +14.536 $ | +1,3 % | 1.118.151 $ | +40.751 $ | +3,8 % | 1.077.400 $ | +70.064 $ | +7,0 % |
| Virtus Family Office LLC | 1.286.292 $ | +67.290 $ | +5,5 % | 1.219.002 $ | -23.346 $ | -1,9 % | 1.242.348 $ | -10.692 $ | -0,9 % | 1.253.040 $ | +554.528 $ | +79,4 % |
| LexAurum Advisors, LLC | 1.272.887 $ | +126.227 $ | +11,0 % | 1.146.660 $ | -91.057 $ | -7,4 % | 1.237.717 $ | -76.665 $ | -5,8 % | |||
| BRIGHTON JONES LLC | 1.266.666 $ | +150.218 $ | +13,5 % | 1.116.448 $ | +63.445 $ | +6,0 % | 1.053.003 $ | +70.944 $ | +7,2 % | |||
| WealthPlan Investment Management, LLC | 1.262.789 $ | +151.918 $ | +13,7 % | 1.110.871 $ | +28.427 $ | +2,6 % | 1.082.444 $ | +39.494 $ | +3,8 % | 1.042.950 $ | -893.598 $ | -46,1 % |
| Vise Technologies, Inc. | 1.243.139 $ | +0 $ | +0,0 % | 1.243.139 $ | +485.939 $ | +64,2 % | 757.200 $ | -10.500 $ | -1,4 % | |||
| D. SCOTT NEAL, INC. | 1.242.170 $ | +71.939 $ | +6,1 % | |||||||||
| ROVIN CAPITAL /UT/ /ADV | 680.000 $ | -562.000 $ | -45,2 % | 1.242.000 $ | +636.000 $ | +105,0 % | ||||||
| Nuveen, LLC | 1.219.876 $ | |||||||||||
| BURKETT FINANCIAL SERVICES, LLC | 1.211.079 $ | +84.386 $ | +7,5 % | 1.126.693 $ | -7.173 $ | -0,6 % | 1.133.866 $ | +24.102 $ | +2,2 % | 1.109.764 $ | +49.740 $ | +4,7 % |
| OPPENHEIMER & CO INC | 1.205.384 $ | +220.653 $ | +22,4 % | 984.731 $ | +71.265 $ | +7,8 % | 913.466 $ | +153.041 $ | +20,1 % | 760.425 $ | +67.998 $ | +9,8 % |
| CHOREO, LLC | 1.204.376 $ | +123.502 $ | +11,4 % | 1.080.874 $ | +261.212 $ | +31,9 % | 819.662 $ | +35.721 $ | +4,6 % | 783.941 $ | +50.979 $ | +7,0 % |
| AIMZ Investment Advisors, LLC | 1.188.250 $ | +15.250 $ | +1,3 % | 1.173.000 $ | +42.750 $ | +3,8 % | 1.130.250 $ | +73.500 $ | +7,0 % | |||
| Cedar Wealth Management, LLC | 1.164.303 $ | +109.917 $ | +10,4 % | 1.054.386 $ | +28.162 $ | +2,7 % | 1.026.224 $ | +43.421 $ | +4,4 % | 982.803 $ | +40.939 $ | +4,3 % |
| Chicago Partners Investment Group LLC | 1.163.818 $ | +215.714 $ | +22,8 % | 948.104 $ | +114.780 $ | +13,8 % | 833.324 $ | +37.306 $ | +4,7 % | 796.018 $ | +92.244 $ | +13,1 % |
| Kaydan Wealth Management, Inc. | 1.161.915 $ | +139.782 $ | +13,7 % | 1.022.133 $ | +13.118 $ | +1,3 % | 1.009.015 $ | +36.774 $ | +3,8 % | 972.241 $ | -14.975 $ | -1,5 % |
| BCR Wealth Strategies, LLC | 1.136.000 $ | +212.000 $ | +22,9 % | 924.000 $ | ||||||||
| Hobbs Group Advisors, LLC | 1.124.090 $ | +106.121 $ | +10,4 % | 1.017.969 $ | +27.189 $ | +2,7 % | 990.780 $ | +46.361 $ | +4,9 % | 944.419 $ | +29.165 $ | +3,2 % |
| FIFTH THIRD SECURITIES, INC. | 1.105.694 $ | +359.439 $ | +48,2 % | 746.255 $ | -155.724 $ | -17,3 % | 901.979 $ | +253.167 $ | +39,0 % | 648.812 $ | +138.857 $ | +27,2 % |
| Perennial Investment Advisors, LLC | 1.104.951 $ | +33.009 $ | +3,1 % | 1.071.942 $ | +30.884 $ | +3,0 % | 1.041.058 $ | +59.610 $ | +6,1 % | |||
| Bernicke Wealth Management, Ltd. | 1.104.427 $ | +132.866 $ | +13,7 % | 971.561 $ | +11.062 $ | +1,2 % | 960.499 $ | |||||
| Summit Place Financial Advisors, LLC | 1.080.600 $ | +130.000 $ | +13,7 % | 950.600 $ | +12.200 $ | +1,3 % | 938.400 $ | +34.200 $ | +3,8 % | 904.200 $ | +58.800 $ | +7,0 % |
| HBW ADVISORY SERVICES LLC | 282.077 $ | -660.796 $ | -70,1 % | 942.873 $ | -128.831 $ | -12,0 % | 1.071.704 $ | +375.811 $ | +54,0 % | 695.893 $ | ||
| Kathleen S. Wright Associates Inc. | 1.071.225 $ | +45.878 $ | +4,5 % | |||||||||
| Sage Mountain Advisors LLC | 791.055 $ | -74.605 $ | -8,6 % | 865.660 $ | -205.502 $ | -19,2 % | 1.071.162 $ | +43.459 $ | +4,2 % | 1.027.703 $ | +46.147 $ | +4,7 % |
| Envestnet Portfolio Solutions, Inc. | 1.020.550 $ | +768.702 $ | +305,2 % | 251.848 $ | -817.440 $ | -76,4 % | 1.069.288 $ | +43.237 $ | +4,2 % | 1.026.051 $ | -4.255.613 $ | -80,6 % |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 979.961 $ | -81.036 $ | -7,6 % | 1.060.997 $ | +11.629 $ | +1,1 % | 1.049.368 $ | +116.230 $ | +12,5 % | 933.138 $ | +221.164 $ | +31,1 % |
| Center for Financial Planning, Inc. | 1.054.804 $ | +122.013 $ | +13,1 % | 932.791 $ | -23.326 $ | -2,4 % | 956.117 $ | +34.970 $ | +3,8 % | 921.147 $ | +57.068 $ | +6,6 % |
| Kestra Investment Management, LLC | 1.048.752 $ | +177.913 $ | +20,4 % | 870.839 $ | +41.571 $ | +5,0 % | 829.268 $ | +52.086 $ | +6,7 % | 777.182 $ | -628.268 $ | -44,7 % |
| ProVise Management Group, LLC | 1.040.139 $ | +98.010 $ | +10,4 % | 942.129 $ | +91.912 $ | +10,8 % | 850.217 $ | +64.014 $ | +8,1 % | 786.203 $ | +68.744 $ | +9,6 % |
| TUDOR INVESTMENT CORP ET AL | 1.031.188 $ | +645.743 $ | +167,5 % | 385.445 $ | -567.617 $ | -59,6 % | ||||||
| Clark Capital Management Group, Inc. | 1.028.047 $ | +403.498 $ | +64,6 % | 624.549 $ | +16.640 $ | +2,7 % | 607.909 $ | |||||
| Blake Schutter Theil Wealth Advisors, LLC | 1.027.056 $ | +123.558 $ | +13,7 % | 903.498 $ | +11.596 $ | +1,3 % | 891.902 $ | +11.030 $ | +1,3 % | 880.872 $ | +35.810 $ | +4,2 % |
| Capital Investment Advisors, LLC | 1.022.248 $ | +118.037 $ | +13,1 % | 904.211 $ | +337.136 $ | +59,5 % | 567.075 $ | +108.872 $ | +23,8 % | 458.203 $ | +94.258 $ | +25,9 % |
| CIBC WORLD MARKET INC. | 1.021.491 $ | +156.493 $ | +18,1 % | 864.998 $ | -20.007 $ | -2,3 % | 885.005 $ | +17.425 $ | +2,0 % | 867.580 $ | -319.700 $ | -26,9 % |
| DAVENPORT & Co LLC | 1.013.464 $ | +53.321 $ | +5,6 % | 960.143 $ | +249.223 $ | +35,1 % | 710.920 $ | +32.879 $ | +4,8 % | 678.041 $ | ||
| Almanack Investment Partners, LLC. | 1.001.176 $ | +120.445 $ | +13,7 % | 880.731 $ | +11.303 $ | +1,3 % | 869.428 $ | +31.687 $ | +3,8 % | 837.741 $ | +54.478 $ | +7,0 % |
| Cooper Financial Group | 964.327 $ | +116.012 $ | +13,7 % | 848.315 $ | -4.456 $ | -0,5 % | 852.771 $ | -96.775 $ | -10,2 % | 949.546 $ | -17.676 $ | -1,8 % |
| Fortis Group Advisors, LLC | 961.142 $ | +944.031 $ | +5.517,1 % | 17.111 $ | -612.990 $ | -97,3 % | 630.101 $ | +613.825 $ | +3.771,4 % | 16.276 $ | +1.059 $ | +7,0 % |
| Strategic Blueprint, LLC | 899.295 $ | +258.840 $ | +40,4 % | 640.455 $ | -29.920 $ | -4,5 % | 670.375 $ | -275.482 $ | -29,1 % | 945.857 $ | +67.241 $ | +7,7 % |
| Harbor Asset Planning, Inc. | 920.603 $ | +111.350 $ | +13,8 % | 809.253 $ | +14.575 $ | +1,8 % | 794.678 $ | +80.980 $ | +11,3 % | 713.698 $ | +49.142 $ | +7,4 % |
| ASSETMARK, INC | 805.082 $ | -41.510 $ | -4,9 % | 846.592 $ | -71.480 $ | -7,8 % | 918.072 $ | +18.220 $ | +2,0 % | 899.852 $ | -284.174 $ | -24,0 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 917.412 $ | +110.501 $ | +13,7 % | 806.911 $ | +43.323 $ | +5,7 % | 763.588 $ | +6.607 $ | +0,9 % | 756.981 $ | +23.756 $ | +3,2 % |
| OneAscent Wealth Management LLC | 912.738 $ | +138.139 $ | +17,8 % | 774.599 $ | +126.653 $ | +19,5 % | 647.946 $ | -80.918 $ | -11,1 % | 728.864 $ | -31.136 $ | -4,1 % |
| DAVIDSON TRUST CO | 903.060 $ | +99.252 $ | +12,3 % | 803.808 $ | +105.084 $ | +15,0 % | 698.724 $ | +103.653 $ | +17,4 % | 595.071 $ | +124.960 $ | +26,6 % |
| KINTRA WEALTH, LLC | 897.906 $ | |||||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 896.700 $ | +107.876 $ | +13,7 % | 788.824 $ | +10.405 $ | +1,3 % | 778.419 $ | +18.878 $ | +2,5 % | 759.541 $ | +49.666 $ | +7,0 % |
| Summit Investment Advisory Services, LLC | 890.618 $ | +39.251 $ | +4,6 % | 851.367 $ | +13.389 $ | +1,6 % | 837.978 $ | +27.592 $ | +3,4 % | 810.386 $ | +21.344 $ | +2,7 % |
| ASHTON THOMAS SECURITIES, LLC | 882.741 $ | +37.129 $ | +4,4 % | 845.612 $ | +56.563 $ | +7,2 % | 789.049 $ | +356 $ | +0,0 % | 788.693 $ | +66.099 $ | +9,1 % |
| Diversify Advisory Services, LLC | 867.322 $ | +559.716 $ | +182,0 % | 307.606 $ | +18.897 $ | +6,5 % | 288.709 $ | |||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 867.322 $ | +233.277 $ | +36,8 % | 634.045 $ | +377.742 $ | +147,4 % | 256.303 $ | -760 $ | -0,3 % | 257.063 $ | +9.759 $ | +3,9 % |
| IFG Advisory, LLC | 866.984 $ | +23.518 $ | +2,8 % | 843.466 $ | +40.613 $ | +5,1 % | ||||||
| Laird Norton Wetherby Wealth Management, LLC | 856.461 $ | +103.419 $ | +13,7 % | |||||||||
| ROMAN BUTLER FULLERTON & CO | 849.116 $ | |||||||||||
| Empower Advisory Group, LLC | 400.254 $ | +28.807 $ | +7,8 % | 371.447 $ | -473.381 $ | -56,0 % | 844.828 $ | +216.409 $ | +34,4 % | 628.419 $ | +22.479 $ | +3,7 % |
| Berkeley, Inc | 836.346 $ | +78.956 $ | +10,4 % | 757.390 $ | -2.519 $ | -0,3 % | 759.909 $ | +36.037 $ | +5,0 % | 723.872 $ | +34.578 $ | +5,0 % |
| Evercore Wealth Management, LLC | 836.006 $ | +100.574 $ | +13,7 % | 735.432 $ | +9.439 $ | +1,3 % | 725.993 $ | +26.459 $ | +3,8 % | 699.534 $ | -131.410 $ | -15,8 % |
| CATALYST FINANCIAL PARTNERS LLC | 715.735 $ | -118.226 $ | -14,2 % | 833.961 $ | +204.858 $ | +32,6 % | 629.103 $ | +127.905 $ | +25,5 % | 501.198 $ | +49.332 $ | +10,9 % |
| M&T BANK CORP | 272.582 $ | +32.793 $ | +13,7 % | 239.789 $ | -328.685 $ | -57,8 % | 568.474 $ | -262.915 $ | -31,6 % | 831.389 $ | +31.971 $ | +4,0 % |
| Discipline Wealth Solutions, LLC | 823.824 $ | +99.109 $ | +13,7 % | 724.715 $ | +9.301 $ | +1,3 % | 715.414 $ | -13.350 $ | -1,8 % | 728.764 $ | ||
| MTM FINANCIAL GROUP, LLC | 818.080 $ | +74.044 $ | +10,0 % | 744.036 $ | +31.619 $ | +4,4 % | 712.417 $ | +181.640 $ | +34,2 % | 530.777 $ | +220.644 $ | +71,1 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 814.061 $ | +2.534 $ | +0,3 % | 811.527 $ | +293.936 $ | +56,8 % | 517.591 $ | -29.324 $ | -5,4 % | 546.915 $ | +64.350 $ | +13,3 % |
| Meridian Wealth Management, LLC | 812.254 $ | +8.690 $ | +1,1 % | 803.564 $ | +5.621 $ | +0,7 % | 797.943 $ | -593 $ | -0,1 % | 798.536 $ | -9.872.140 $ | -92,5 % |
| Quadcap Wealth Management, LLC | 810.450 $ | +97.500 $ | +13,7 % | 712.950 $ | +9.150 $ | +1,3 % | 703.800 $ | +25.650 $ | +3,8 % | 678.150 $ | +33.828 $ | +5,3 % |
| GSG Advisors LLC | 810.265 $ | +99.242 $ | +14,0 % | 711.023 $ | +11.217 $ | +1,6 % | 699.806 $ | +25.311 $ | +3,8 % | 674.495 $ | +47.984 $ | +7,7 % |
| Redwood Financial Network Corp | 809.469 $ | +293.651 $ | +56,9 % | 515.818 $ | +3.478 $ | +0,7 % | 512.340 $ | +33.579 $ | +7,0 % | 478.761 $ | +100.952 $ | +26,7 % |
| HRT FINANCIAL LP | 291.000 $ | -517.000 $ | -64,0 % | 808.000 $ | ||||||||
| Simplicity Wealth,LLC | 805.304 $ | +247.487 $ | +44,4 % | 557.817 $ | +36.279 $ | +7,0 % | 521.538 $ | -802 $ | -0,2 % | 522.340 $ | -916.298 $ | -63,7 % |
| Y-Intercept (Hong Kong) Ltd | 800.917 $ | +344.095 $ | +75,3 % | 456.822 $ | +99.810 $ | +28,0 % | ||||||
| 71 West Capital Partners | 798.757 $ | +75.407 $ | +10,4 % | 723.350 $ | ||||||||
| MCF Advisors LLC | 794.079 $ | +760.712 $ | +2.279,8 % | 33.367 $ | +429 $ | +1,3 % | 32.938 $ | -11.737 $ | -26,3 % | 44.675 $ | ||
| PAX Financial Group, LLC | 495.481 $ | +98.153 $ | +24,7 % | 397.328 $ | -49.029 $ | -11,0 % | 446.357 $ | -343.704 $ | -43,5 % | 790.061 $ | -73.833 $ | -8,5 % |
| BROWN ADVISORY INC | 788.513 $ | +90.916 $ | +13,0 % | 697.597 $ | -41.721 $ | -5,6 % | 739.318 $ | +53.211 $ | +7,8 % | 686.107 $ | +46.732 $ | +7,3 % |
| STEPHENS INC /AR/ | 580.000 $ | -143.580 $ | -19,8 % | 723.580 $ | -57.020 $ | -7,3 % | 780.600 $ | -1.200 $ | -0,2 % | 781.800 $ | +64.050 $ | +8,9 % |
| SC&H Financial Advisors, Inc. | 780.879 $ | +94.780 $ | +13,8 % | 686.099 $ | +9.787 $ | +1,4 % | 676.312 $ | +25.549 $ | +3,9 % | 650.763 $ | +43.289 $ | +7,1 % |
| FIRST CITIZENS BANK & TRUST CO | 745.779 $ | -34.259 $ | -4,4 % | 780.038 $ | -135 $ | -0,0 % | 780.173 $ | +14.354 $ | +1,9 % | 765.819 $ | -186.939 $ | -19,6 % |
| ASPIRIANT, LLC | 778.940 $ | +31.426 $ | +4,2 % | 747.514 $ | +48.617 $ | +7,0 % | 698.897 $ | -1.075 $ | -0,2 % | 699.972 $ | ||
| WealthShield Partners, LLC | 9.244 $ | -737.498 $ | -98,8 % | 746.742 $ | -10.761 $ | -1,4 % | 757.503 $ | -17.071 $ | -2,2 % | 774.574 $ | -143.967 $ | -15,7 % |
| Integrated Advisors Network LLC | 771.726 $ | +278.650 $ | +56,5 % | 493.076 $ | +59.044 $ | +13,6 % | 434.032 $ | -7.309 $ | -1,7 % | 441.341 $ | +29.757 $ | +7,2 % |
| Roehl & Yi Investment Advisors, LLC | 769.479 $ | +36.335 $ | +5,0 % | 733.144 $ | -24.823 $ | -3,3 % | 757.967 $ | +10.536 $ | +1,4 % | 747.431 $ | ||
| Legacy Financial Group LLC | 769.063 $ | +92.521 $ | +13,7 % | 676.542 $ | -29.322 $ | -4,2 % | 705.864 $ | +62.345 $ | +9,7 % | 643.519 $ | +41.848 $ | +7,0 % |
| Fortitude Family Office, LLC | 766.740 $ | +84.399 $ | +12,4 % | 682.341 $ | +8.757 $ | +1,3 % | 673.584 $ | -14.603 $ | -2,1 % | 688.187 $ | +41.879 $ | +6,5 % |
| READYSTATE ASSET MANAGEMENT LP | 764.282 $ | +199.037 $ | +35,2 % | 565.245 $ | ||||||||
| Keel Point, LLC | 517.712 $ | -244.365 $ | -32,1 % | 762.077 $ | +550.796 $ | +260,7 % | 211.281 $ | +7.700 $ | +3,8 % | 203.581 $ | ||
| CoreCap Advisors, LLC | 752.501 $ | +62.428 $ | +9,0 % | 690.073 $ | +2.501 $ | +0,4 % | 687.572 $ | +598 $ | +0,1 % | 686.974 $ | +29.791 $ | +4,5 % |
| SageView Advisory Group, LLC | 361.375 $ | +43.777 $ | +13,8 % | 317.598 $ | -429.103 $ | -57,5 % | 746.701 $ | +14.857 $ | +2,0 % | 731.844 $ | -3.568 $ | -0,5 % |
| M Wealth Management, LLC | 741.606 $ | +70.012 $ | +10,4 % | 671.594 $ | -6.879 $ | -1,0 % | 678.473 $ | +40.253 $ | +6,3 % | 638.220 $ | +36.849 $ | +6,1 % |
| Meridian Wealth Advisors, LLC | 731.806 $ | +106.236 $ | +17,0 % | 625.570 $ | ||||||||
| ELCO Management Co., LLC | 612.097 $ | -84.140 $ | -12,1 % | 696.237 $ | -30.186 $ | -4,2 % | 726.423 $ | +8.615 $ | +1,2 % | |||
| Willow Creek Wealth Management Inc. | 714.544 $ | +46.467 $ | +7,0 % | |||||||||
| Provident Living Financial Services, Inc. | 712.904 $ | +67.303 $ | +10,4 % | 645.601 $ | +3.512 $ | +0,5 % | 642.089 $ | |||||
| MATHER GROUP, LLC. | 707.056 $ | +80.222 $ | +12,8 % | 626.834 $ | +175.088 $ | +38,8 % | 451.746 $ | -143.207 $ | -24,1 % | 594.953 $ | +89.996 $ | +17,8 % |
| Aspen Grove Capital, LLC | 705.048 $ | +66.561 $ | +10,4 % | 638.487 $ | +17.053 $ | +2,7 % | 621.434 $ | +26.294 $ | +4,4 % | 595.140 $ | +24.791 $ | +4,3 % |
| Main Street Financial Solutions, LLC | 703.422 $ | +45.744 $ | +7,0 % | |||||||||
| Leo Wealth, LLC | 699.867 $ | +13.858 $ | +2,0 % | 686.009 $ | +358.395 $ | +109,4 % | 327.614 $ | -298.683 $ | -47,7 % | |||
| Edge Financial Advisors LLC | 634.833 $ | -64.852 $ | -9,3 % | 699.685 $ | -41.878 $ | -5,6 % | ||||||
| WEST BANCORPORATION INC | 699.256 $ | +84.123 $ | +13,7 % | 615.133 $ | +7.894 $ | +1,3 % | 607.239 $ | -29.408 $ | -4,6 % | 636.647 $ | ||
| HighPoint Advisor Group LLC | 696.029 $ | +368.144 $ | +112,3 % | 327.885 $ | -77.934 $ | -19,2 % | 405.819 $ | |||||
| Balefire, LLC | 684.214 $ | -3.398 $ | -0,5 % | 687.612 $ | -7.980 $ | -1,1 % | 695.592 $ | +159.906 $ | +29,9 % | 535.686 $ | +16.545 $ | +3,2 % |
| HUB Investment Partners, LLC | 693.786 $ | |||||||||||
| Herold Advisors, Inc. | 690.000 $ | +39.422 $ | +6,1 % | 650.578 $ | +27.635 $ | +4,4 % | 622.943 $ | -20.875 $ | -3,2 % | 643.818 $ | +39.271 $ | +6,5 % |
| EVOKE WEALTH, LLC | 686.333 $ | +8.808 $ | +1,3 % | 677.525 $ | +93.638 $ | +16,0 % | 583.887 $ | +37.970 $ | +7,0 % | |||
| HEADINVEST, LLC | 684.167 $ | +64.590 $ | +10,4 % | 619.577 $ | +16.548 $ | +2,7 % | 603.029 $ | +25.515 $ | +4,4 % | 577.514 $ | +24.057 $ | +4,3 % |
| Trust Co of the South | 683.480 $ | +82.225 $ | +13,7 % | 601.255 $ | +7.717 $ | +1,3 % | 593.538 $ | +21.631 $ | +3,8 % | 571.907 $ | +37.191 $ | +7,0 % |
| Wedmont Private Capital | 672.795 $ | |||||||||||
| Icon Wealth Advisors, LLC | 670.857 $ | +27.341 $ | +4,2 % | 643.516 $ | -1.092 $ | -0,2 % | 644.608 $ | -1.822.399 $ | -73,9 % | |||
| 5T Wealth, LLC | 670.016 $ | +101.458 $ | +17,8 % | 568.558 $ | +7.739 $ | +1,4 % | 560.819 $ | -29.734 $ | -5,0 % | 590.553 $ | -77.776 $ | -11,6 % |
| Essex Bank | 669.253 $ | +80.529 $ | +13,7 % | 588.724 $ | +7.557 $ | +1,3 % | 581.167 $ | +164.197 $ | +39,4 % | 416.970 $ | +183.429 $ | +78,5 % |
| Abacus Wealth Partners, LLC | 660.247 $ | +30.807 $ | +4,9 % | 629.440 $ | +8.078 $ | +1,3 % | 621.362 $ | +16.633 $ | +2,8 % | 604.729 $ | -311.685 $ | -34,0 % |
| FSA WEALTH PARTNERS, INC. | 658.356 $ | |||||||||||
| VestGen Advisors, LLC | 656.356 $ | +17.979 $ | +2,8 % | 638.377 $ | +68.393 $ | +12,0 % | 569.984 $ | |||||
| Aptus Capital Advisors, LLC | 653.158 $ | +51.097 $ | +8,5 % | 602.061 $ | -5.082 $ | -0,8 % | 607.143 $ | +34.864 $ | +6,1 % | 572.279 $ | +40.594 $ | +7,6 % |
| Belvedere Trading LLC | 652.092 $ | |||||||||||
| MOR Wealth Management, LLC | 650.381 $ | +61.400 $ | +10,4 % | 588.981 $ | +15.731 $ | +2,7 % | 573.250 $ | |||||
| Solitude Financial Services | 580.823 $ | +44.183 $ | +8,2 % | 536.640 $ | -111.091 $ | -17,2 % | 647.731 $ | +23.607 $ | +3,8 % | 624.124 $ | +40.587 $ | +7,0 % |
| Aprio Wealth Management, LLC | 646.354 $ | +77.934 $ | +13,7 % | 568.420 $ | +7.504 $ | +1,3 % | 560.916 $ | +159.666 $ | +39,8 % | 401.250 $ | +26.296 $ | +7,0 % |
| Tradition Wealth Management, LLC | 646.133 $ | +142.239 $ | +28,2 % | 503.894 $ | +20.446 $ | +4,2 % | 483.448 $ | +30.036 $ | +6,6 % | 453.412 $ | -256.679 $ | -36,1 % |
| Prosperity Financial Group, Inc. | 637.919 $ | -4.513 $ | -0,7 % | 642.432 $ | +21.136 $ | +3,4 % | 621.296 $ | +124.389 $ | +25,0 % | 496.907 $ | +38.253 $ | +8,3 % |
| Wellington Grp LLC | 642.184 $ | +0 $ | +0,0 % | 642.184 $ | +17.152 $ | +2,7 % | 625.032 $ | |||||
| M Holdings Securities, Inc. | 641.000 $ | +10.000 $ | +1,6 % | 631.000 $ | -1.510.000 $ | -70,5 % | ||||||
| Sovran Advisors, LLC | 640.821 $ | +1.358 $ | +0,2 % | 639.463 $ | +28.679 $ | +4,7 % | 610.784 $ | +39.073 $ | +6,8 % | 571.711 $ | -324.978 $ | -36,2 % |
| STAGE HARBOR FINANCIAL, LLC | 640.027 $ | +76.998 $ | +13,7 % | 563.029 $ | +7.225 $ | +1,3 % | 555.804 $ | +20.257 $ | +3,8 % | 535.547 $ | +34.826 $ | +7,0 % |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 524.210 $ | -112.692 $ | -17,7 % | 636.902 $ | ||||||||
| Revolve Wealth Partners, LLC | 636.419 $ | +76.563 $ | +13,7 % | 559.856 $ | +14.505 $ | +2,7 % | 545.351 $ | +19.875 $ | +3,8 % | 525.476 $ | +34.172 $ | +7,0 % |
| MGO ONE SEVEN LLC | 632.862 $ | +44.312 $ | +7,5 % | 588.550 $ | +254.012 $ | +75,9 % | 334.538 $ | +18.521 $ | +5,9 % | 316.017 $ | -352.854 $ | -52,8 % |
| Fund Evaluation Group, LLC | 577.959 $ | +1.800 $ | +0,3 % | 576.159 $ | -13.813 $ | -2,3 % | 589.972 $ | -38.311 $ | -6,1 % | 628.283 $ | +95.596 $ | +17,9 % |
| Koshinski Asset Management, Inc. | 623.143 $ | +97.404 $ | +18,5 % | 525.739 $ | +42.419 $ | +8,8 % | 483.320 $ | +60.849 $ | +14,4 % | 422.471 $ | +66.589 $ | +18,7 % |
| Tower Research Capital LLC (TRC) | 367.683 $ | +321.959 $ | +704,1 % | 45.724 $ | -48.968 $ | -51,7 % | 94.692 $ | -525.037 $ | -84,7 % | 619.729 $ | -631.748 $ | -50,5 % |
| Spectrum Planning & Advisory Services Inc. | 451.615 $ | -166.507 $ | -26,9 % | 618.122 $ | +12.798 $ | +2,1 % | 605.324 $ | +34.176 $ | +6,0 % | 571.148 $ | +50.703 $ | +9,7 % |
| Mach-1 Financial Group, LLC | 616.925 $ | +107.833 $ | +21,2 % | 509.092 $ | +121.632 $ | +31,4 % | 387.460 $ | +85.394 $ | +28,3 % | 302.066 $ | ||
| Stratos Wealth Advisors, LLC | 611.884 $ | +17.327 $ | +2,9 % | 594.557 $ | ||||||||
| Confluence Wealth Services, Inc. | 610.889 $ | +73.763 $ | +13,7 % | 537.126 $ | +7.211 $ | +1,4 % | 529.915 $ | +19.313 $ | +3,8 % | 510.602 $ | +33.204 $ | +7,0 % |
| Clearwater Capital Advisors, LLC | 606.807 $ | +63.194 $ | +11,6 % | 543.613 $ | +209.879 $ | +62,9 % | 333.734 $ | +6.634 $ | +2,0 % | 327.100 $ | +13.626 $ | +4,3 % |
| One Wealth Advisors, LLC | 455.829 $ | -17.735 $ | -3,7 % | 473.564 $ | -79.833 $ | -14,4 % | 553.397 $ | -49.665 $ | -8,2 % | 603.062 $ | -81.774 $ | -11,9 % |
| COMMERCE BANK | 263.061 $ | -339.340 $ | -56,3 % | 602.401 $ | ||||||||
| Daviman Financial, LLC | 540.201 $ | +50.446 $ | +10,3 % | 489.755 $ | -109.800 $ | -18,3 % | 599.555 $ | |||||
| Trek Financial, LLC | 597.455 $ | +266.551 $ | +80,6 % | 330.904 $ | +4.247 $ | +1,3 % | 326.657 $ | +11.905 $ | +3,8 % | 314.752 $ | -659.863 $ | -67,7 % |
| LJI Wealth Management, LLC | 594.330 $ | +78.210 $ | +15,2 % | 516.120 $ | +51.150 $ | +11,0 % | ||||||
| GM Advisory Group, LLC | 593.426 $ | |||||||||||
| Estate Counselors, LLC | 592.979 $ | +262.883 $ | +79,6 % | 330.096 $ | ||||||||
| Concorde Asset Management, LLC | 592.337 $ | +7.755 $ | +1,3 % | 584.582 $ | +19.080 $ | +3,4 % | 565.502 $ | |||||
| Diversified Enterprises, LLC | 591.242 $ | +66.422 $ | +12,7 % | 524.820 $ | +5.744 $ | +1,1 % | 519.076 $ | -6.166 $ | -1,2 % | 525.242 $ | +33.556 $ | +6,8 % |
| Cranbrook Wealth Management, LLC | 589.942 $ | +55.694 $ | +10,4 % | 534.248 $ | +14.270 $ | +2,7 % | 519.978 $ | +22.001 $ | +4,4 % | 497.977 $ | +20.743 $ | +4,3 % |
| 1900 WEALTH MANAGEMENT LLC | 589.629 $ | +70.934 $ | +13,7 % | 518.695 $ | +6.657 $ | +1,3 % | 512.038 $ | +18.661 $ | +3,8 % | 493.377 $ | +32.084 $ | +7,0 % |
| FIRST AMERICAN TRUST, FSB | 587.172 $ | +44.894 $ | +8,3 % | 542.278 $ | -9.919 $ | -1,8 % | 552.197 $ | +23.364 $ | +4,4 % | 528.833 $ | +22.030 $ | +4,3 % |
| Connecticut Wealth Management, LLC | 587.090 $ | +70.629 $ | +13,7 % | 516.461 $ | +6.628 $ | +1,3 % | 509.833 $ | +18.581 $ | +3,8 % | 491.252 $ | +31.946 $ | +7,0 % |
| Morling Financial Advisors, LLC | 584.605 $ | +70.330 $ | +13,7 % | 514.275 $ | +6.601 $ | +1,3 % | 507.674 $ | +18.502 $ | +3,8 % | 489.172 $ | +31.811 $ | +7,0 % |
| PRIVATE TRUST CO NA | 584.328 $ | +81.440 $ | +16,2 % | 502.888 $ | +270.344 $ | +116,3 % | 232.544 $ | -315.440 $ | -57,6 % | 547.984 $ | -128.619 $ | -19,0 % |
| Allie Family Office LLC | 582.783 $ | +121.980 $ | +26,5 % | 460.803 $ | +172.027 $ | +59,6 % | ||||||
| Apexium Financial, LP | 575.795 $ | -230.759 $ | -28,6 % | |||||||||
| Echo Wealth Management, LLC | 545.001 $ | +48.883 $ | +9,9 % | 496.118 $ | -79.637 $ | -13,8 % | 575.755 $ | +16.236 $ | +2,9 % | 559.519 $ | +23.070 $ | +4,3 % |
| SAGESPRING WEALTH PARTNERS, LLC | 376.836 $ | +98.212 $ | +35,2 % | 278.624 $ | -63.732 $ | -18,6 % | 342.356 $ | -232.117 $ | -40,4 % | 574.473 $ | ||
| Canopy Partners, LLC | 561.692 $ | +53.027 $ | +10,4 % | 508.665 $ | +13.586 $ | +2,7 % | 495.079 $ | +20.947 $ | +4,4 % | 474.132 $ | +19.751 $ | +4,3 % |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 556.762 $ | +36.206 $ | +7,0 % | |||||||||
| RIA Advisory Group LLC | 552.766 $ | +46.818 $ | +9,3 % | 505.948 $ | +5.372 $ | +1,1 % | 500.576 $ | +19.666 $ | +4,1 % | 480.910 $ | +23.818 $ | +5,2 % |
| Sound View Wealth Advisors Group, LLC | 551.812 $ | +236.943 $ | +75,3 % | 314.869 $ | +50.037 $ | +18,9 % | 264.832 $ | |||||
| AssuredPartners Investment Advisors, LLC | 549.177 $ | +61.883 $ | +12,7 % | 487.294 $ | +13.620 $ | +2,9 % | 473.674 $ | +18.982 $ | +4,2 % | 454.692 $ | +31.286 $ | +7,4 % |
| FOSTER & MOTLEY INC | 548.000 $ | +50.000 $ | +10,0 % | 498.000 $ | -23.000 $ | -4,4 % | 521.000 $ | +4.000 $ | +0,8 % | 517.000 $ | +9.000 $ | +1,8 % |
| Qube Research & Technologies Ltd | 545.769 $ | +354.342 $ | +185,1 % | 191.427 $ | -253.910 $ | -57,0 % | 445.337 $ | +443.296 $ | +21.719,5 % | 2.041 $ | -693.213 $ | -99,7 % |
| PINNACLE FINANCIAL PARTNERS INC | 543.731 $ | -30.580 $ | -5,3 % | |||||||||
| CARDIFF PARK ADVISORS, LLC | 543.485 $ | +51.308 $ | +10,4 % | 492.177 $ | +13.145 $ | +2,7 % | 479.032 $ | +20.269 $ | +4,4 % | 458.763 $ | +19.110 $ | +4,3 % |
| TRUEFG, LLC | 541.164 $ | +65.104 $ | +13,7 % | 476.060 $ | +6.109 $ | +1,3 % | 469.951 $ | +17.128 $ | +3,8 % | 452.823 $ | -43.723 $ | -8,8 % |
| Betterment LLC | 541.000 $ | +326.000 $ | +151,6 % | 215.000 $ | -34.000 $ | -13,7 % | 249.000 $ | -40.000 $ | -13,8 % | 289.000 $ | +7.000 $ | +2,5 % |
| CRA Financial Services, LLC | 538.084 $ | +52.851 $ | +10,9 % | 485.233 $ | +6.227 $ | +1,3 % | 479.006 $ | +17.457 $ | +3,8 % | 461.549 $ | +30.015 $ | +7,0 % |
| VALLEY NATIONAL ADVISERS INC | 105.629 $ | -431.371 $ | -80,3 % | 537.000 $ | +7.000 $ | +1,3 % | 530.000 $ | +74.000 $ | +16,2 % | 456.000 $ | -21.000 $ | -4,4 % |
| SIMON QUICK ADVISORS, LLC | 534.876 $ | +65.761 $ | +14,0 % | 469.115 $ | +7.695 $ | +1,7 % | 461.420 $ | +18.448 $ | +4,2 % | 442.972 $ | +30.437 $ | +7,4 % |
| Brooklyn Investment Group | 530.881 $ | +401.571 $ | +310,5 % | |||||||||
| Glassman Wealth Services | 525.820 $ | +102.898 $ | +24,3 % | 422.922 $ | +5.428 $ | +1,3 % | 417.494 $ | +15.215 $ | +3,8 % | 402.279 $ | +26.161 $ | +7,0 % |
| Freestone Capital Holdings, LLC | 479.300 $ | +57.661 $ | +13,7 % | 421.639 $ | -103.884 $ | -19,8 % | 525.523 $ | +20.498 $ | +4,1 % | 505.025 $ | +27.712 $ | +5,8 % |
| JOHNSON INVESTMENT COUNSEL INC | 508.732 $ | -15.537 $ | -3,0 % | 524.269 $ | +3.620 $ | +0,7 % | 520.649 $ | +86.915 $ | +20,0 % | 433.734 $ | +97.603 $ | +29,0 % |
| PKS Advisory Services, LLC | 256.731 $ | -266.319 $ | -50,9 % | 523.050 $ | -1.157 $ | -0,2 % | 524.207 $ | -3.810 $ | -0,7 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 523.553 $ | +243.791 $ | +87,1 % | 279.762 $ | -35.447 $ | -11,2 % | 315.209 $ | +11.488 $ | +3,8 % | 303.721 $ | +33.827 $ | +12,5 % |
| Cannon Wealth Management Services, LLC | 445.788 $ | +39.663 $ | +9,8 % | 406.125 $ | +9.938 $ | +2,5 % | 396.187 $ | -122.427 $ | -23,6 % | 518.614 $ | +21.072 $ | +4,2 % |
| Merkkuri Wealth Advisors LLC | 430.096 $ | -86.323 $ | -16,7 % | 516.419 $ | +13.793 $ | +2,7 % | 502.626 $ | +29.793 $ | +6,3 % | 472.833 $ | -27.041 $ | -5,4 % |
| Van Hulzen Asset Management, LLC | 511.846 $ | +243.291 $ | +90,6 % | 268.555 $ | +3.446 $ | +1,3 % | 265.109 $ | +9.662 $ | +3,8 % | 255.447 $ | ||
| VANGUARD GROUP INC | 509.589 $ | +20.022 $ | +4,1 % | 489.567 $ | +40.091 $ | +8,9 % | ||||||
| Kovack Advisors, Inc. | 221.860 $ | -286.573 $ | -56,4 % | 508.433 $ | +26.627 $ | +5,5 % | 481.806 $ | +241.582 $ | +100,6 % | 240.224 $ | -8.185.972 $ | -97,1 % |
| Fisher Asset Management, LLC | 508.024 $ | |||||||||||
| Snowden Capital Advisors LLC | 281.675 $ | +11.962 $ | +4,4 % | 269.713 $ | +18.159 $ | +7,2 % | 251.554 $ | -255.171 $ | -50,4 % | 506.725 $ | +50.999 $ | +11,2 % |
| WEATHERLY ASSET MANAGEMENT L. P. | 502.928 $ | +60.504 $ | +13,7 % | 442.424 $ | +5.678 $ | +1,3 % | 436.746 $ | +15.917 $ | +3,8 % | 420.829 $ | +27.367 $ | +7,0 % |
| Maridea Wealth Management LLC | 502.205 $ | +10.810 $ | +2,2 % | 491.395 $ | +21.776 $ | +4,6 % | 469.619 $ | +43.771 $ | +10,3 % | |||
| Sightline Wealth Advisors, LLC | 501.963 $ | +61.823 $ | +14,0 % | 440.140 $ | +7.350 $ | +1,7 % | 432.790 $ | +17.429 $ | +4,2 % | 415.361 $ | +28.667 $ | +7,4 % |
| Venturi Wealth Management, LLC | 501.726 $ | +26.417 $ | +5,6 % | 475.309 $ | +80.259 $ | +20,3 % | ||||||
| Welch Group, LLC | 501.669 $ | +56.978 $ | +12,8 % | 444.691 $ | +8.616 $ | +2,0 % | 436.075 $ | +15.893 $ | +3,8 % | 420.182 $ | +28.296 $ | +7,2 % |
| Plancorp, LLC | 499.292 $ | +48.407 $ | +10,7 % | 450.885 $ | +20.720 $ | +4,8 % | 430.165 $ | +15.677 $ | +3,8 % | 414.488 $ | +50.837 $ | +14,0 % |
| Root Financial Partners, LLC | 498.319 $ | +69.327 $ | +16,2 % | 428.992 $ | +5.524 $ | +1,3 % | 423.468 $ | +83.255 $ | +24,5 % | 340.213 $ | ||
| Sandbox Financial Partners, LLC | 493.291 $ | +5.357 $ | +1,1 % | 487.934 $ | +18.806 $ | +4,0 % | 469.128 $ | +31.530 $ | +7,2 % | |||
| Clear Creek Financial Management, LLC | 491.633 $ | +44.331 $ | +9,9 % | 447.302 $ | -4.721 $ | -1,0 % | 452.023 $ | -30.744 $ | -6,4 % | 482.767 $ | +16.846 $ | +3,6 % |
| Trailhead Planners LLC | 490.917 $ | +59.059 $ | +13,7 % | 431.858 $ | -16.228 $ | -3,6 % | 448.086 $ | |||||
| Certus Wealth Management, LLC | 486.252 $ | +111.131 $ | +29,6 % | |||||||||
| AlphaStar Capital Management, LLC | 405.371 $ | -78.153 $ | -16,2 % | 483.524 $ | +19.620 $ | +4,2 % | 463.904 $ | +25.451 $ | +5,8 % | 438.453 $ | +118.647 $ | +37,1 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 480.625 $ | +6.496 $ | +1,4 % | 474.129 $ | +22.072 $ | +4,9 % | 452.057 $ | -5.593 $ | -1,2 % | 457.650 $ | +9.093 $ | +2,0 % |
| Blue Fin Capital, Inc. | 479.948 $ | +57.739 $ | +13,7 % | 422.209 $ | +5.419 $ | +1,3 % | 416.790 $ | +9.222 $ | +2,3 % | 407.568 $ | +26.504 $ | +7,0 % |
| Roundview Capital LLC | 478.976 $ | +45.740 $ | +10,6 % | 433.236 $ | +5.560 $ | +1,3 % | 427.676 $ | +11.065 $ | +2,7 % | 416.611 $ | +27.092 $ | +7,0 % |
| Summit Financial Strategies, Inc. | 478.754 $ | +57.595 $ | +13,7 % | 421.159 $ | -26.265 $ | -5,9 % | 447.424 $ | +16.306 $ | +3,8 % | 431.118 $ | +28.035 $ | +7,0 % |
| Beckerman Institutional, LLC | 455.203 $ | -21.784 $ | -4,6 % | 476.987 $ | +6.120 $ | +1,3 % | 470.867 $ | +17.161 $ | +3,8 % | 453.706 $ | +29.706 $ | +7,0 % |
| SALEM INVESTMENT COUNSELORS INC | 475.464 $ | +57.200 $ | +13,7 % | 418.264 $ | +5.368 $ | +1,3 % | 412.896 $ | +15.048 $ | +3,8 % | 397.848 $ | +25.872 $ | +7,0 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 473.990 $ | +44.748 $ | +10,4 % | 429.242 $ | +11.464 $ | +2,7 % | 417.778 $ | +17.677 $ | +4,4 % | 400.101 $ | +16.667 $ | +4,3 % |
| Compound Planning, Inc. | 290.560 $ | -134.092 $ | -31,6 % | 424.652 $ | -14.261 $ | -3,2 % | 438.913 $ | -28.960 $ | -6,2 % | 467.873 $ | -668.118 $ | -58,8 % |
| Keebeck Wealth Management | 387.788 $ | +36.609 $ | +10,4 % | 351.179 $ | -14.650 $ | -4,0 % | 365.829 $ | -98.598 $ | -21,2 % | 464.427 $ | -4.835 $ | -1,0 % |
| KCM INVESTMENT ADVISORS LLC | 462.767 $ | +55.673 $ | +13,7 % | 407.094 $ | +5.224 $ | +1,3 % | 401.870 $ | +14.646 $ | +3,8 % | 387.224 $ | +25.181 $ | +7,0 % |
| Interchange Capital Partners, LLC | 462.298 $ | |||||||||||
| FIDELIS CAPITAL PARTNERS, LLC | 449.272 $ | +231.965 $ | +106,7 % | 217.307 $ | -242.807 $ | -52,8 % | 460.114 $ | +18.210 $ | +4,1 % | 441.904 $ | ||
| Englebert Financial Advisers, LLC | 459.882 $ | +18.554 $ | +4,2 % | 441.328 $ | -11.576 $ | -2,6 % | 452.904 $ | |||||
| NWK Group, Inc. | 459.255 $ | +55.250 $ | +13,7 % | 404.005 $ | +5.185 $ | +1,3 % | 398.820 $ | +14.535 $ | +3,8 % | 384.285 $ | +24.990 $ | +7,0 % |
| Elmwood Wealth Management, Inc. | 455.812 $ | +54.836 $ | +13,7 % | 400.976 $ | +5.146 $ | +1,3 % | 395.830 $ | |||||
| Ascent Group, LLC | 355.452 $ | +20.825 $ | +6,2 % | 334.627 $ | -3.678 $ | -1,1 % | 338.305 $ | -116.041 $ | -25,5 % | 454.346 $ | -598.171 $ | -56,8 % |
| Intellus Advisors LLC | 453.852 $ | +54.600 $ | +13,7 % | 399.252 $ | +5.124 $ | +1,3 % | 394.128 $ | +14.364 $ | +3,8 % | 379.764 $ | +24.696 $ | +7,0 % |
| B. Riley Wealth Advisors, Inc. | 453.723 $ | +50.383 $ | +12,5 % | 403.340 $ | +1.457 $ | +0,4 % | 401.883 $ | +12.922 $ | +3,3 % | 388.961 $ | +157.189 $ | +67,8 % |
| Legacy Advisors, LLC | 452.920 $ | |||||||||||
| Claro Advisors Inc. | 443.587 $ | +53.365 $ | +13,7 % | 390.222 $ | +5.008 $ | +1,3 % | 385.214 $ | +14.039 $ | +3,8 % | 371.175 $ | +24.138 $ | +7,0 % |
| SCS Capital Management LLC | 438.322 $ | +53.984 $ | +14,0 % | 384.338 $ | +6.402 $ | +1,7 % | 377.936 $ | +15.221 $ | +4,2 % | 362.715 $ | +25.040 $ | +7,4 % |
| LANARK FINANCIAL, INC. | 437.007 $ | +48.834 $ | +12,6 % | 388.173 $ | +98.443 $ | +34,0 % | 289.730 $ | +24.730 $ | +9,3 % | |||
| SOA Wealth Advisors, LLC. | 436.710 $ | +52.204 $ | +13,6 % | 384.506 $ | +7.586 $ | +2,0 % | 376.920 $ | +14.584 $ | +4,0 % | 362.336 $ | +25.424 $ | +7,5 % |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 432.000 $ | +52.000 $ | +13,7 % | 380.000 $ | +5.000 $ | +1,3 % | 375.000 $ | +13.000 $ | +3,6 % | 362.000 $ | +24.000 $ | +7,1 % |
| Indiana Trust & Investment Management Co | 431.970 $ | +51.968 $ | +13,7 % | 380.002 $ | +4.877 $ | +1,3 % | 375.125 $ | +13.671 $ | +3,8 % | 361.454 $ | +23.505 $ | +7,0 % |
| Milestone Asset Management Group, LLC | 430.169 $ | +40.610 $ | +10,4 % | 389.559 $ | +10.405 $ | +2,7 % | 379.154 $ | +8.987 $ | +2,4 % | 370.167 $ | +16.079 $ | +4,5 % |
| JPL Wealth Management, LLC | 395.062 $ | +37.296 $ | +10,4 % | 357.766 $ | +9.556 $ | +2,7 % | 348.210 $ | -80.960 $ | -18,9 % | 429.170 $ | +35.183 $ | +8,9 % |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 428.472 $ | +40.450 $ | +10,4 % | 388.022 $ | +10.364 $ | +2,7 % | 377.658 $ | +15.979 $ | +4,4 % | 361.679 $ | +15.066 $ | +4,3 % |
| Syverson Strege & Co | 422.944 $ | +4.861 $ | +1,2 % | 418.083 $ | +5.627 $ | +1,4 % | 412.456 $ | +15.389 $ | +3,9 % | 397.067 $ | +7.170 $ | +1,8 % |
| First Nebraska Trust Co | 422.244 $ | +50.797 $ | +13,7 % | 371.447 $ | +4.767 $ | +1,3 % | 366.680 $ | +10.425 $ | +2,9 % | 356.255 $ | +17.884 $ | +5,3 % |
| Central Pacific Bank - Trust Division | 2.053 $ | +247 $ | +13,7 % | 1.806 $ | +23 $ | +1,3 % | 1.783 $ | -419.603 $ | -99,6 % | 421.386 $ | +17.594 $ | +4,4 % |
| XTX Topco Ltd | 421.380 $ | |||||||||||
| Obermeyer Wealth Partners | 418.192 $ | +50.310 $ | +13,7 % | 367.882 $ | +4.721 $ | +1,3 % | 363.161 $ | +13.236 $ | +3,8 % | 349.925 $ | +94.191 $ | +36,8 % |
| Hamilton Wealth, LLC | 229.463 $ | +21.662 $ | +10,4 % | 207.801 $ | -209.521 $ | -50,2 % | 417.322 $ | +17.657 $ | +4,4 % | 399.665 $ | +16.649 $ | +4,3 % |
| CYPRESS FINANCIAL PLANNING LLC | 416.976 $ | +37.538 $ | +9,9 % | 379.438 $ | +5.786 $ | +1,5 % | 373.652 $ | +16.013 $ | +4,5 % | 357.639 $ | +15.885 $ | +4,6 % |
| Atlas Legacy Advisors, LLC | 410.466 $ | +12.219 $ | +3,1 % | 398.247 $ | +24.027 $ | +6,4 % | 374.220 $ | -1.461 $ | -0,4 % | 375.681 $ | +22.165 $ | +6,3 % |
| GC Wealth Management RIA, LLC | 409.139 $ | +31.018 $ | +8,2 % | 378.121 $ | ||||||||
| ROBINSON SMITH WEALTH ADVISORS LLC | 407.805 $ | +35.039 $ | +9,4 % | 372.766 $ | +4.784 $ | +1,3 % | 367.982 $ | +13.411 $ | +3,8 % | 354.571 $ | -240.073 $ | -40,4 % |
| Fourth Dimension Wealth, LLC | 540 $ | -406.934 $ | -99,9 % | 407.474 $ | +407.005 $ | +86.781,4 % | 469 $ | +17 $ | +3,8 % | 452 $ | +29 $ | +6,9 % |
| WEBSTER BANK, N. A. | 235.085 $ | -172.247 $ | -42,3 % | 407.332 $ | +194.972 $ | +91,8 % | 212.360 $ | +7.740 $ | +3,8 % | 204.620 $ | +13.306 $ | +7,0 % |
| MONEY CONCEPTS CAPITAL CORP | 407.152 $ | +40.479 $ | +11,0 % | 366.673 $ | +16.783 $ | +4,8 % | 349.890 $ | -40.813 $ | -10,4 % | 390.703 $ | +23.744 $ | +6,5 % |
| Capital Analysts, LLC | 406.000 $ | +84.000 $ | +26,1 % | 322.000 $ | +6.000 $ | +1,9 % | 316.000 $ | +9.000 $ | +2,9 % | 307.000 $ | -25.000 $ | -7,5 % |
| Saxony Capital Management, LLC | 405.606 $ | -1.335.505 $ | -76,7 % | |||||||||
| QRG CAPITAL MANAGEMENT, INC. | 231.340 $ | -173.078 $ | -42,8 % | 404.418 $ | -320.704 $ | -44,2 % | ||||||
| Opus Financial Solutions LLC | 404.198 $ | +48.626 $ | +13,7 % | 355.572 $ | -24.480 $ | -6,4 % | 380.052 $ | |||||
| Capital Advisors, Ltd. LLC | 402.000 $ | +19.000 $ | +5,0 % | 383.000 $ | +10.000 $ | +2,7 % | 373.000 $ | +16.000 $ | +4,5 % | 357.000 $ | +15.000 $ | +4,4 % |
| JMG Financial Group, Ltd. | 401.875 $ | |||||||||||
| NOVEM GROUP | 400.795 $ | +48.217 $ | +13,7 % | 352.578 $ | +4.525 $ | +1,3 % | 348.053 $ | -19.233 $ | -5,2 % | 367.286 $ | +2.750 $ | +0,8 % |
| Evanson Financial, LLC | 399.918 $ | |||||||||||
| Global Assets Advisory, LLC | 398.044 $ | +48.698 $ | +13,9 % | 349.346 $ | +4.484 $ | +1,3 % | 344.862 $ | +12.568 $ | +3,8 % | 332.294 $ | +18.449 $ | +5,9 % |
| Rubicon Advisors, GP | 395.019 $ | |||||||||||
| Haverford Trust Co | 363.622 $ | +33.954 $ | +10,3 % | 329.668 $ | -64.038 $ | -16,3 % | 393.706 $ | |||||
| HM PAYSON & CO | 393.327 $ | +25.578 $ | +7,0 % | |||||||||
| First Pacific Financial | 389.041 $ | +378.584 $ | +3.620,4 % | 10.457 $ | ||||||||
| Soundwatch Capital LLC | 388.206 $ | +62.388 $ | +19,1 % | 325.818 $ | +4.181 $ | +1,3 % | 321.637 $ | |||||
| Tandem Investment Partners LLC | 368.104 $ | -20.074 $ | -5,2 % | 388.178 $ | -40.770 $ | -9,5 % | ||||||
| Pinnacle Wealth Planning Services, Inc. | 385.492 $ | +46.170 $ | +13,6 % | 339.322 $ | +4.455 $ | +1,3 % | 334.867 $ | +18.940 $ | +6,0 % | 315.927 $ | +20.544 $ | +7,0 % |
| Chesley Taft & Associates LLC | 385.442 $ | +36.388 $ | +10,4 % | 349.054 $ | +9.323 $ | +2,7 % | 339.731 $ | +14.374 $ | +4,4 % | 325.357 $ | +13.554 $ | +4,3 % |
| McKinley Carter Wealth Services, Inc. | 384.129 $ | +13.275 $ | +3,6 % | 370.854 $ | +9.036 $ | +2,5 % | 361.818 $ | -12.814 $ | -3,4 % | 374.632 $ | +15.606 $ | +4,3 % |
| Integrity Advisory Solutions, LLC | 382.487 $ | +21.546 $ | +6,0 % | 360.941 $ | -3.523 $ | -1,0 % | 364.464 $ | +62.398 $ | +20,7 % | 302.066 $ | ||
| Glass Jacobson Investment Advisors llc | 374.661 $ | -5.765 $ | -1,5 % | 380.426 $ | +654 $ | +0,2 % | 379.772 $ | +15.113 $ | +4,1 % | 364.659 $ | -96.087 $ | -20,9 % |
| Heritage Wealth Advisors | 380.233 $ | +35.896 $ | +10,4 % | 344.337 $ | +9.197 $ | +2,7 % | 335.140 $ | +14.180 $ | +4,4 % | 320.960 $ | +13.370 $ | +4,3 % |
| Tanglewood Legacy Advisors, LLC | 375.267 $ | +15.512 $ | +4,3 % | 359.755 $ | +23.183 $ | +6,9 % | 336.572 $ | -363 $ | -0,1 % | 336.935 $ | +27.538 $ | +8,9 % |
| Stokes Family Office, LLC | 374.473 $ | +25.667 $ | +7,4 % | 348.806 $ | -15.762 $ | -4,3 % | ||||||
| Golden State Wealth Management, LLC | 224.043 $ | -12.404 $ | -5,2 % | 236.447 $ | -65.279 $ | -21,6 % | 301.726 $ | -72.006 $ | -19,3 % | 373.732 $ | -22.228 $ | -5,6 % |
| STEPH & CO | 338.930 $ | +40.774 $ | +13,7 % | 298.156 $ | +3.827 $ | +1,3 % | 294.329 $ | -73.906 $ | -20,1 % | 368.235 $ | +22.044 $ | +6,4 % |
| Busey Bank | 366.972 $ | +44.148 $ | +13,7 % | 322.824 $ | +4.143 $ | +1,3 % | 318.681 $ | +11.615 $ | +3,8 % | 307.066 $ | -212.516 $ | -40,9 % |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 362.313 $ | +62.695 $ | +20,9 % | |||||||||
| Evanson Asset Management, LLC | 362.163 $ | +9.673 $ | +2,7 % | 352.490 $ | +20.912 $ | +6,3 % | 331.578 $ | +19.145 $ | +6,1 % | |||
| Clarity Wealth Advisors, LLC | 360.724 $ | +40.639 $ | +12,7 % | 320.085 $ | -7.622 $ | -2,3 % | 327.707 $ | |||||
| Texas Capital Bank Wealth Management Services Inc | 357.408 $ | +42.997 $ | +13,7 % | 314.411 $ | -21.302 $ | -6,3 % | 335.713 $ | +36.649 $ | +12,3 % | 299.064 $ | +19.448 $ | +7,0 % |
| Affinity Capital Advisors, LLC | 298.143 $ | -4.914 $ | -1,6 % | 303.057 $ | -40.462 $ | -11,8 % | 343.519 $ | -12.531 $ | -3,5 % | 356.050 $ | +18.450 $ | +5,5 % |
| Turning Point Benefit Group, Inc. | 355.592 $ | +160.208 $ | +82,0 % | 195.384 $ | -17.707 $ | -8,3 % | 213.091 $ | -180.402 $ | -45,8 % | |||
| Yukon Wealth Management, Inc. | 213.593 $ | -31.552 $ | -12,9 % | 245.145 $ | -39.706 $ | -13,9 % | 284.851 $ | -69.513 $ | -19,6 % | 354.364 $ | +9.520 $ | +2,8 % |
| Carnegie Investment Counsel | 352.858 $ | +42.450 $ | +13,7 % | 310.408 $ | +3.984 $ | +1,3 % | 306.424 $ | +85.764 $ | +38,9 % | 220.660 $ | +14.349 $ | +7,0 % |
| Financial Alternatives, Inc | 352.492 $ | +44.402 $ | +14,4 % | 308.090 $ | +3.954 $ | +1,3 % | 304.136 $ | -8.220 $ | -2,6 % | 312.356 $ | +19.847 $ | +6,8 % |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 352.005 $ | +42.347 $ | +13,7 % | 309.658 $ | -15.636 $ | -4,8 % | 325.294 $ | +25.148 $ | +8,4 % | 300.146 $ | +24.757 $ | +9,0 % |
| Curated Wealth Partners LLC | 301.578 $ | -50.322 $ | -14,3 % | 351.900 $ | +12.825 $ | +3,8 % | 339.075 $ | +22.050 $ | +7,0 % | |||
| SIMA Wealth Partners, LLC | 350.933 $ | +33.130 $ | +10,4 % | 317.803 $ | +8.488 $ | +2,7 % | 309.315 $ | +13.088 $ | +4,4 % | 296.227 $ | +7.291 $ | +2,5 % |
| Diesslin Group, Inc. | 350.547 $ | |||||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 350.124 $ | |||||||||||
| GRIES FINANCIAL LLC | 348.860 $ | -74.826 $ | -17,7 % | |||||||||
| Symphony Financial, Ltd. Co. | 346.349 $ | +3.719 $ | +1,1 % | 342.630 $ | +13.351 $ | +4,1 % | 329.279 $ | +20.769 $ | +6,7 % | |||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 345.792 $ | +41.600 $ | +13,7 % | 304.192 $ | +3.904 $ | +1,3 % | 300.288 $ | +10.944 $ | +3,8 % | 289.344 $ | ||
| NWAM LLC | 201.057 $ | -141.920 $ | -41,4 % | 342.977 $ | -2.117 $ | -0,6 % | 345.094 $ | +1.886 $ | +0,5 % | 343.208 $ | +6.687 $ | +2,0 % |
| Cedar Point Capital Partners, LLC | 343.830 $ | +34.412 $ | +11,1 % | 309.418 $ | +13.950 $ | +4,7 % | ||||||
| MBA Advisors LLC | 342.550 $ | +41.210 $ | +13,7 % | 301.340 $ | +2.929 $ | +1,0 % | 298.411 $ | +6.354 $ | +2,2 % | 292.057 $ | +18.993 $ | +7,0 % |
| Weaver Consulting Group | 241.735 $ | -46.605 $ | -16,2 % | 288.340 $ | -52.140 $ | -15,3 % | 340.480 $ | +18.680 $ | +5,8 % | 321.800 $ | +57.740 $ | +21,9 % |
| ARWA LLC | 314.562 $ | -25.186 $ | -7,4 % | 339.748 $ | +22.225 $ | +7,0 % | 317.523 $ | |||||
| Sonora Investment Management Group, LLC | 339.708 $ | +44.282 $ | +15,0 % | |||||||||
| Permanent Capital Management, LP | 339.634 $ | |||||||||||
| Smartleaf Asset Management LLC | 225.859 $ | +26.326 $ | +13,2 % | 199.533 $ | -99.189 $ | -33,2 % | 298.722 $ | -40.817 $ | -12,0 % | 339.539 $ | +152.998 $ | +82,0 % |
| Paragon Capital Management Ltd | 337.147 $ | +10.141 $ | +3,1 % | 327.006 $ | +4.196 $ | +1,3 % | 322.810 $ | +11.765 $ | +3,8 % | 311.045 $ | +20.227 $ | +7,0 % |
| WealthBridge Capital Management, LLC | 336.349 $ | +40.740 $ | +13,8 % | 295.609 $ | +4.120 $ | +1,4 % | 291.489 $ | +10.942 $ | +3,9 % | 280.547 $ | +18.562 $ | +7,1 % |
| FineMark National Bank & Trust | 313.754 $ | -22.156 $ | -6,6 % | 335.910 $ | +21.844 $ | +7,0 % | ||||||
| Vanguard National Trust Co | 335.264 $ | +15.909 $ | +5,0 % | 319.355 $ | ||||||||
| BURKE & HERBERT BANK & TRUST CO | 335.185 $ | |||||||||||
| CLIENT 1ST ADVISORY GROUP, LLC | 252.457 $ | +21.667 $ | +9,4 % | 230.790 $ | -75.812 $ | -24,7 % | 306.602 $ | -26.122 $ | -7,9 % | 332.724 $ | -151.911 $ | -31,3 % |
| Compass Ion Advisors, LLC | 332.124 $ | +6.801 $ | +2,1 % | |||||||||
| Redhawk Wealth Advisors, Inc. | 272.886 $ | -19.410 $ | -6,6 % | 292.296 $ | -38.351 $ | -11,6 % | 330.647 $ | +18.362 $ | +5,9 % | 312.285 $ | ||
| PUREfi Wealth, LLC | 318.902 $ | +20.162 $ | +6,7 % | 298.740 $ | -29.369 $ | -9,0 % | 328.109 $ | +13.883 $ | +4,4 % | 314.226 $ | -23.542 $ | -7,0 % |
| Mallini Complete Financial Planning LLC | 327.933 $ | +9.677 $ | +3,0 % | 318.256 $ | +4.567 $ | +1,5 % | 313.689 $ | +11.901 $ | +3,9 % | 301.788 $ | +20.095 $ | +7,1 % |
| TWO SIGMA SECURITIES, LLC | 326.645 $ | +77.286 $ | +31,0 % | 249.359 $ | -279.841 $ | -52,9 % | ||||||
| TRUST CO OF TOLEDO NA /OH/ | 324.180 $ | +39.000 $ | +13,7 % | 285.180 $ | +3.660 $ | +1,3 % | 281.520 $ | +10.260 $ | +3,8 % | 271.260 $ | +17.640 $ | +7,0 % |
| HCR Wealth Advisors | 324.180 $ | +39.000 $ | +13,7 % | 285.180 $ | +3.660 $ | +1,3 % | 281.520 $ | +9.300 $ | +3,4 % | 272.220 $ | +18.600 $ | +7,3 % |
| Richardson Capital Management LLC | 323.759 $ | +18.744 $ | +6,1 % | 305.015 $ | +8.353 $ | +2,8 % | 296.662 $ | +12.296 $ | +4,3 % | 284.366 $ | +19.803 $ | +7,5 % |
| SMART Wealth LLC | 323.137 $ | -388 $ | -0,1 % | 323.525 $ | ||||||||
| HBK Sorce Advisory LLC | 323.524 $ | +18.618 $ | +6,1 % | 304.906 $ | +14.906 $ | +5,1 % | 290.000 $ | |||||
| Lifetime Wealth Management P.C. | 255.114 $ | -67.905 $ | -21,0 % | 323.019 $ | +36.388 $ | +12,7 % | 286.631 $ | |||||
| Tidemark, LLC | 322.803 $ | +38.730 $ | +13,6 % | 284.073 $ | +3.699 $ | +1,3 % | 280.374 $ | +51.088 $ | +22,3 % | 229.286 $ | +14.188 $ | +6,6 % |
| Traction Financial Partners, LLC | 215.039 $ | -106.026 $ | -33,0 % | 321.065 $ | +4.120 $ | +1,3 % | 316.945 $ | +11.551 $ | +3,8 % | 305.394 $ | -11.842 $ | -3,7 % |
| Genesis Wealth Advisors, LLC | 320.938 $ | +38.610 $ | +13,7 % | 282.328 $ | +3.623 $ | +1,3 % | 278.705 $ | +10.158 $ | +3,8 % | 268.547 $ | +17.463 $ | +7,0 % |
| Park Square Financial Group, LLC | 174.656 $ | -34.545 $ | -16,5 % | 209.201 $ | -14.704 $ | -6,6 % | 223.905 $ | -93.134 $ | -29,4 % | 317.039 $ | -276.291 $ | -46,6 % |
| Pure Financial Advisors, LLC | 314.621 $ | +37.850 $ | +13,7 % | 276.771 $ | +3.552 $ | +1,3 % | 273.219 $ | +18.548 $ | +7,3 % | 254.671 $ | ||
| Laurel Wealth Planning LLC | 313.969 $ | +37.772 $ | +13,7 % | 276.197 $ | +3.544 $ | +1,3 % | 272.653 $ | +9.937 $ | +3,8 % | 262.716 $ | +17.085 $ | +7,0 % |
| Vishria Bird Financial Group, LLC | 313.486 $ | +20.386 $ | +7,0 % | |||||||||
| StoneX Group Inc. | 312.962 $ | |||||||||||
| EHRLICH FINANCIAL GROUP | 311.436 $ | -728 $ | -0,2 % | |||||||||
| Forum Private Client Group LLC | 264.957 $ | -44.777 $ | -14,5 % | 309.734 $ | +20.142 $ | +7,0 % | ||||||
| Elite Financial, Inc. | 309.000 $ | +15.000 $ | +5,1 % | 294.000 $ | +21.000 $ | +7,7 % | 273.000 $ | -1.000 $ | -0,4 % | 274.000 $ | +24.000 $ | +9,6 % |
| City State Bank | 307.359 $ | +36.451 $ | +13,5 % | 270.908 $ | +11.462 $ | +4,4 % | 259.446 $ | +5.114 $ | +2,0 % | |||
| Guardian Capital, LLC | 301.962 $ | -4.427 $ | -1,4 % | 306.389 $ | ||||||||
| Tortoise Investment Management, LLC | 223.691 $ | +21.117 $ | +10,4 % | 202.574 $ | -102.785 $ | -33,7 % | 305.359 $ | +15.444 $ | +5,3 % | |||
| HAZLETT, BURT & WATSON, INC. | 305.000 $ | +81.000 $ | +36,2 % | 224.000 $ | +54.000 $ | +31,8 % | 170.000 $ | +119.000 $ | +233,3 % | 51.000 $ | +22.000 $ | +75,9 % |
| PINNACLE ASSOCIATES LTD | 304.189 $ | +36.595 $ | +13,7 % | 267.594 $ | +3.434 $ | +1,3 % | 264.160 $ | +39.910 $ | +17,8 % | 224.250 $ | +10.779 $ | +5,0 % |
| Breakwater Investment Management | 302.568 $ | +36.400 $ | +13,7 % | 266.168 $ | +3.416 $ | +1,3 % | 262.752 $ | +9.576 $ | +3,8 % | 253.176 $ | +16.464 $ | +7,0 % |
| RVW Wealth, LLC | 302.460 $ | +36.387 $ | +13,7 % | 266.073 $ | +3.415 $ | +1,3 % | 262.658 $ | +9.572 $ | +3,8 % | 253.086 $ | +43.596 $ | +20,8 % |
| OpenArc Corporate Advisory, LLC | 301.035 $ | |||||||||||
| Tilson Financial Group, Inc. | 299.035 $ | +35.975 $ | +13,7 % | 263.060 $ | +4.393 $ | +1,7 % | 258.667 $ | +10.417 $ | +4,2 % | 248.250 $ | +17.250 $ | +7,5 % |
| First Long Island Investors, LLC | 297.165 $ | +35.750 $ | +13,7 % | 261.415 $ | +3.355 $ | +1,3 % | 258.060 $ | +9.405 $ | +3,8 % | 248.655 $ | +16.170 $ | +7,0 % |
| Carson Advisory Inc. | 295.800 $ | +11.934 $ | +4,2 % | 283.866 $ | +18.462 $ | +7,0 % | 265.404 $ | -408 $ | -0,2 % | 265.812 $ | +21.777 $ | +8,9 % |
| Leonard Rickey Investment Advisors P.L.L.C. | 294.482 $ | +40.181 $ | +15,8 % | 254.301 $ | -8.138 $ | -3,1 % | 262.439 $ | +12.051 $ | +4,8 % | 250.388 $ | -10.390 $ | -4,0 % |
| FWG Holdings, LLC | 293.245 $ | |||||||||||
| TD Waterhouse Canada Inc. | 288.682 $ | +280.326 $ | +3.354,8 % | 8.356 $ | +147 $ | +1,8 % | 8.209 $ | +269 $ | +3,4 % | 7.940 $ | ||
| Bond & Devick Financial Network, Inc. | 288.250 $ | +34.677 $ | +13,7 % | 253.573 $ | +3.255 $ | +1,3 % | 250.318 $ | +9.123 $ | +3,8 % | 241.195 $ | +15.685 $ | +7,0 % |
| EQ WEALTH ADVISORS, LLC | 287.926 $ | +34.639 $ | +13,7 % | 253.287 $ | -6.134 $ | -2,4 % | 259.421 $ | +9.455 $ | +3,8 % | 249.966 $ | +16.255 $ | +7,0 % |
| FAS Wealth Partners, Inc. | 276.254 $ | +24.136 $ | +9,6 % | 252.118 $ | -34.856 $ | -12,1 % | 286.974 $ | +11.205 $ | +4,1 % | 275.769 $ | +18.682 $ | +7,3 % |
| SHP Wealth Management | 286.161 $ | |||||||||||
| DECISION INVESTMENTS, INC | 285.278 $ | +34.320 $ | +13,7 % | 250.958 $ | +3.220 $ | +1,3 % | 247.738 $ | |||||
| Midwest Financial Group LLC | 284.926 $ | +35.092 $ | +14,0 % | 249.834 $ | +3.206 $ | +1,3 % | 246.628 $ | +8.989 $ | +3,8 % | 237.639 $ | +15.453 $ | +7,0 % |
| Mission Creek Capital Partners, Inc. | 283.365 $ | +18.429 $ | +7,0 % | 264.936 $ | -407 $ | -0,2 % | 265.343 $ | +9.776 $ | +3,8 % | |||
| Fermata Advisors, LLC | 282.838 $ | +34.406 $ | +13,8 % | 248.432 $ | +3.638 $ | +1,5 % | 244.794 $ | |||||
| Insight Inv LLC | 281.226 $ | +33.832 $ | +13,7 % | 247.394 $ | +3.175 $ | +1,3 % | 244.219 $ | +8.901 $ | +3,8 % | 235.318 $ | +15.303 $ | +7,0 % |
| Geometric Wealth Advisors | 279.875 $ | +33.670 $ | +13,7 % | 246.205 $ | +3.159 $ | +1,3 % | 243.046 $ | +8.858 $ | +3,8 % | 234.188 $ | +15.229 $ | +7,0 % |
| SYON CAPITAL LLC | 279.760 $ | +33.656 $ | +13,7 % | 246.104 $ | +3.158 $ | +1,3 % | 242.946 $ | +8.855 $ | +3,8 % | 234.091 $ | +15.222 $ | +7,0 % |
| DAYMARK WEALTH PARTNERS, LLC | 276.717 $ | +26.124 $ | +10,4 % | 250.593 $ | ||||||||
| MCMORGAN & CO LLC | 271.337 $ | -44.010.044 $ | -99,4 % | |||||||||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 254.099 $ | +23.989 $ | +10,4 % | 230.110 $ | -41.212 $ | -15,2 % | 271.322 $ | |||||
| Glenview Trust Co | 270.757 $ | +25.561 $ | +10,4 % | 245.196 $ | +6.549 $ | +2,7 % | 238.647 $ | -5.152 $ | -2,1 % | 243.799 $ | +10.156 $ | +4,3 % |
| Hara Capital LLC | 270.150 $ | +32.500 $ | +13,7 % | 237.650 $ | -11.495 $ | -4,6 % | 249.145 $ | +9.080 $ | +3,8 % | 240.065 $ | +15.611 $ | +7,0 % |
| CapWealth Advisors, LLC | 270.150 $ | +32.500 $ | +13,7 % | 237.650 $ | +3.050 $ | +1,3 % | 234.600 $ | +8.550 $ | +3,8 % | 226.050 $ | +14.700 $ | +7,0 % |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 269.610 $ | +32.435 $ | +13,7 % | 237.175 $ | +14.540 $ | +6,5 % | 222.635 $ | +8.114 $ | +3,8 % | 214.521 $ | +13.950 $ | +7,0 % |
| Southland Equity Partners LLC | 269.490 $ | |||||||||||
| Demars Financial Group, LLC | 269.068 $ | +25.402 $ | +10,4 % | 243.666 $ | +6.508 $ | +2,7 % | 237.158 $ | +10.034 $ | +4,4 % | 227.124 $ | +161 $ | +0,1 % |
| Curtis Advisory Group, LLC | 268.880 $ | +23.556 $ | +9,6 % | 245.324 $ | +4.816 $ | +2,0 % | 240.508 $ | +6.651 $ | +2,8 % | 233.857 $ | +9.741 $ | +4,3 % |
| LVW Advisors, LLC | 268.611 $ | +7.174 $ | +2,7 % | 261.437 $ | +11.062 $ | +4,4 % | 250.375 $ | -446.533 $ | -64,1 % | |||
| Colonial Trust Advisors | 267.501 $ | +16.214 $ | +6,5 % | 251.287 $ | +8.525 $ | +3,5 % | 242.762 $ | +410 $ | +0,2 % | 242.352 $ | -1.696 $ | -0,7 % |
| WT Wealth Management | 267.425 $ | -4.360.394 $ | -94,2 % | |||||||||
| RWA WEALTH PARTNERS, LLC | 267.003 $ | +25.206 $ | +10,4 % | 241.797 $ | +6.459 $ | +2,7 % | 235.338 $ | +9.957 $ | +4,4 % | 225.381 $ | +9.389 $ | +4,3 % |
| National Wealth Management Group, LLC | 266.911 $ | |||||||||||
| RAM Investment Partners, LLC | 266.444 $ | |||||||||||
| West Wealth Group, LLC | 214.739 $ | -38.932 $ | -15,3 % | 253.671 $ | -11.257 $ | -4,2 % | 264.928 $ | -1.342.487 $ | -83,5 % | |||
| WOODMONT INVESTMENT COUNSEL LLC | 263.828 $ | +31.739 $ | +13,7 % | 232.089 $ | +2.979 $ | +1,3 % | 229.110 $ | |||||
| WESBANCO BANK INC | 262.586 $ | +31.590 $ | +13,7 % | 230.996 $ | +2.965 $ | +1,3 % | 228.031 $ | +8.310 $ | +3,8 % | 219.721 $ | +14.289 $ | +7,0 % |
| Visionary Wealth Advisors | 262.586 $ | +31.590 $ | +13,7 % | 230.996 $ | +2.964 $ | +1,3 % | 228.032 $ | +8.311 $ | +3,8 % | 219.721 $ | +14.288 $ | +7,0 % |
| Center For Asset Management LLC | 259.722 $ | +43.936 $ | +20,4 % | 215.786 $ | +2.769 $ | +1,3 % | 213.017 $ | +7.764 $ | +3,8 % | 205.253 $ | ||
| Cherry Tree Wealth Management, LLC | 258.429 $ | +3.677 $ | +1,4 % | 254.752 $ | +33.675 $ | +15,2 % | 221.077 $ | +14.376 $ | +7,0 % | |||
| BROWN BROTHERS HARRIMAN & CO | 144.904 $ | +16.387 $ | +12,8 % | 128.517 $ | -128.127 $ | -49,9 % | 256.644 $ | +10.327 $ | +4,2 % | 246.317 $ | +12.305 $ | +5,3 % |
| Iowa State Bank | 256.643 $ | +30.875 $ | +13,7 % | 225.768 $ | +2.898 $ | +1,3 % | 222.870 $ | +8.122 $ | +3,8 % | 214.748 $ | +13.965 $ | +7,0 % |
| Armor Investment Advisors, LLC | 256.643 $ | +30.875 $ | +13,7 % | 225.768 $ | +2.898 $ | +1,3 % | 222.870 $ | +8.122 $ | +3,8 % | 214.748 $ | +13.965 $ | +7,0 % |
| Aurora Private Wealth, Inc. | 251.000 $ | -5.000 $ | -2,0 % | 256.000 $ | +0 $ | +0,0 % | 256.000 $ | -79.000 $ | -23,6 % | |||
| Archer Investment Corp | 255.994 $ | +143.395 $ | +127,4 % | 112.599 $ | -4.468 $ | -3,8 % | 117.067 $ | +4.301 $ | +3,8 % | 112.766 $ | +7.200 $ | +6,8 % |
| Banque Transatlantique SA | 255.292 $ | +30.713 $ | +13,7 % | 224.579 $ | ||||||||
| Sandy Cove Advisors, LLC | 254.751 $ | +30.647 $ | +13,7 % | 224.104 $ | +2.876 $ | +1,3 % | 221.228 $ | +8.063 $ | +3,8 % | 213.165 $ | ||
| Grange Capital, LLC | 253.941 $ | |||||||||||
| Crewe Advisors LLC | 253.188 $ | +30.395 $ | +13,6 % | 222.793 $ | +2.891 $ | +1,3 % | 219.902 $ | +8.027 $ | +3,8 % | 211.875 $ | +10.389 $ | +5,2 % |
| PATTON ALBERTSON MILLER GROUP, LLC | 252.457 $ | +23.834 $ | +10,4 % | 228.623 $ | +6.106 $ | +2,7 % | 222.517 $ | -6.627 $ | -2,9 % | 229.144 $ | -163.173 $ | -41,6 % |
| New Republic Capital, LLC | 252.243 $ | +30.979 $ | +14,0 % | 221.264 $ | +3.590 $ | +1,6 % | 217.674 $ | +8.664 $ | +4,1 % | 209.010 $ | +13.791 $ | +7,1 % |
| Allegheny Financial Group | 252.242 $ | +31.067 $ | +14,0 % | 221.175 $ | +3.684 $ | +1,7 % | 217.491 $ | +8.759 $ | +4,2 % | 208.732 $ | ||
| Graves Light Lenhart Wealth, Inc. | 251.780 $ | +30.290 $ | +13,7 % | 221.490 $ | +2.843 $ | +1,3 % | 218.647 $ | +7.968 $ | +3,8 % | 210.679 $ | ||
| MOODY LYNN LIEBERSON & WALKER, LLC | 248.702 $ | +23.479 $ | +10,4 % | 225.223 $ | +6.015 $ | +2,7 % | 219.208 $ | +9.275 $ | +4,4 % | 209.933 $ | +8.745 $ | +4,3 % |
| VANGUARD ADVISERS INC | 246.327 $ | +46.447 $ | +23,2 % | 199.880 $ | ||||||||
| Engineers Gate Manager LP | 243.953 $ | +605 $ | +0,2 % | |||||||||
| COGENT STRATEGIC WEALTH LLC | 243.135 $ | +29.250 $ | +13,7 % | 213.885 $ | -4.275 $ | -2,0 % | 218.160 $ | |||||
| Paladin Advisory Group, LLC | 243.118 $ | +22.951 $ | +10,4 % | 220.167 $ | +5.881 $ | +2,7 % | 214.286 $ | +197.056 $ | +1.143,7 % | 17.230 $ | +717 $ | +4,3 % |
| LongView Wealth Management | 242.956 $ | +11.468 $ | +5,0 % | 231.488 $ | +8.853 $ | +4,0 % | 222.635 $ | +20.721 $ | +10,3 % | 201.914 $ | ||
| Prairiewood Capital, LLC | 242.649 $ | +29.192 $ | +13,7 % | 213.457 $ | +5.320 $ | +2,6 % | 208.137 $ | -462 $ | -0,2 % | 208.599 $ | +2.237 $ | +1,1 % |
| 180 WEALTH ADVISORS, LLC | 242.649 $ | +6.867 $ | +2,9 % | 235.782 $ | +12.935 $ | +5,8 % | 222.847 $ | |||||
| Mission Hills Financial Advisory, LLC | 242.498 $ | +9.784 $ | +4,2 % | 232.714 $ | +15.135 $ | +7,0 % | 217.579 $ | -335 $ | -0,2 % | 217.914 $ | ||
| Heritage Investment Group, Inc. | 241.298 $ | +29.029 $ | +13,7 % | 212.269 $ | +2.724 $ | +1,3 % | 209.545 $ | +7.637 $ | +3,8 % | 201.908 $ | ||
| GenTrust, LLC | 239.083 $ | +28.763 $ | +13,7 % | 210.320 $ | +2.699 $ | +1,3 % | 207.621 $ | +7.567 $ | +3,8 % | 200.054 $ | ||
| Collaborative Wealth Managment Inc. | 238.354 $ | +8.687 $ | +3,8 % | 229.667 $ | +14.935 $ | +7,0 % | ||||||
| Third View Private Wealth, LLC | 236.597 $ | +28.463 $ | +13,7 % | 208.134 $ | +2.671 $ | +1,3 % | 205.463 $ | |||||
| OneAscent Family Office, LLC | 236.220 $ | +28.887 $ | +13,9 % | 207.333 $ | ||||||||
| EXENCIAL WEALTH ADVISORS, LLC | 216.642 $ | -18.428 $ | -7,8 % | 235.070 $ | +8.567 $ | +3,8 % | 226.503 $ | +14.730 $ | +7,0 % | |||
| Mosley Wealth Management | 77.625 $ | -150.449 $ | -66,0 % | 228.074 $ | -6.506 $ | -2,8 % | 234.580 $ | |||||
| Moloney Securities Asset Management, LLC | 233.812 $ | -32.177 $ | -12,1 % | |||||||||
| Focus Financial Network, Inc. | 233.309 $ | +28.068 $ | +13,7 % | 205.241 $ | +2.634 $ | +1,3 % | 202.607 $ | -6.363 $ | -3,0 % | |||
| Bridgewealth Advisory Group, LLC | 232.870 $ | +9.395 $ | +4,2 % | 223.475 $ | +14.534 $ | +7,0 % | 208.941 $ | -321 $ | -0,2 % | 209.262 $ | ||
| TSA Wealth Managment LLC | 232.035 $ | +9.134 $ | +4,1 % | |||||||||
| GS Investments, Inc. | 231.789 $ | +27.885 $ | +13,7 % | 203.904 $ | -3.717 $ | -1,8 % | 207.621 $ | +7.567 $ | +3,8 % | 200.054 $ | +13.009 $ | +7,0 % |
| Moors & Cabot, Inc. | 230.812 $ | +28.287 $ | +14,0 % | 202.525 $ | ||||||||
| CAPITAL ADVISORS INC/OK | 230.438 $ | +12.751 $ | +5,9 % | 217.687 $ | +2.793 $ | +1,3 % | 214.894 $ | |||||
| D. E. Shaw & Co., Inc. | 230.049 $ | -19.894 $ | -8,0 % | |||||||||
| SUMMIT WEALTH GROUP LLC / CO | 229.141 $ | +27.566 $ | +13,7 % | 201.575 $ | ||||||||
| WATERSHED PRIVATE WEALTH LLC | 202.197 $ | -25.395 $ | -11,2 % | 227.592 $ | +1.237 $ | +0,5 % | ||||||
| Sharkey, Howes & Javer | 226.695 $ | +20.084 $ | +9,7 % | 206.611 $ | -17.560 $ | -7,8 % | 224.171 $ | -2.477 $ | -1,1 % | 226.648 $ | -36.718 $ | -13,9 % |
| Hilltop Holdings Inc. | 225.333 $ | +9.035 $ | +4,2 % | 216.298 $ | ||||||||
| Advisors Capital Management, LLC | 209.940 $ | -14.807 $ | -6,6 % | 224.747 $ | ||||||||
| OPTIMA CAPITAL LLC | 224.586 $ | +141.494 $ | +170,3 % | 83.092 $ | ||||||||
| NAPLES GLOBAL ADVISORS, LLC | 224.046 $ | |||||||||||
| Pacific Center for Financial Services | 223.116 $ | +26.926 $ | +13,7 % | 196.190 $ | -9.671 $ | -4,7 % | 205.861 $ | +0 $ | +0,0 % | 205.861 $ | +13.485 $ | +7,0 % |
| GPS Wealth Strategies Group, LLC | 222.650 $ | +48.906 $ | +28,1 % | |||||||||
| Williams Jones Wealth Management, LLC. | 222.333 $ | |||||||||||
| Advisory Alpha, LLC | 222.117 $ | |||||||||||
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 221.697 $ | +8.080 $ | +3,8 % | 213.617 $ | ||||||||
| Legacy Edge Advisors, LLC | 220.641 $ | |||||||||||
| Mengis Capital Management, Inc. | 220.641 $ | |||||||||||
| AMG National Trust Bank | 219.515 $ | |||||||||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 218.503 $ | |||||||||||
| Carroll Advisory Group, LLC | 217.075 $ | |||||||||||
| Litman Gregory Wealth Management LLC | 217.031 $ | +5.627 $ | +2,7 % | 211.404 $ | ||||||||
| SIERRA OCEAN, LLC | 201.533 $ | -15.468 $ | -7,1 % | 217.001 $ | +9.181 $ | +4,4 % | 207.820 $ | -28.075 $ | -11,9 % | |||
| Park Place Capital Corp | 210.629 $ | -6.148 $ | -2,8 % | 216.777 $ | +8.730 $ | +4,2 % | 208.047 $ | +80.382 $ | +63,0 % | |||
| Milestone Investment Advisors LLC | 216.120 $ | +26.000 $ | +13,7 % | 190.120 $ | +2.440 $ | +1,3 % | 187.680 $ | +6.840 $ | +3,8 % | 180.840 $ | +11.760 $ | +7,0 % |
| Capital Square, LLC | 215.469 $ | +13.400 $ | +6,6 % | 202.069 $ | ||||||||
| Mayfair Advisory Group, LLC | 215.451 $ | |||||||||||
| Vident Advisory, LLC | 214.769 $ | |||||||||||
| U.S. Capital Wealth Advisors, LLC | 214.260 $ | +5.723 $ | +2,7 % | 208.537 $ | +4.823 $ | +2,4 % | 203.714 $ | |||||
| Old Port Advisors | 212.338 $ | +6.632 $ | +3,2 % | 205.706 $ | ||||||||
| Gotham Asset Management, LLC | 210.725 $ | |||||||||||
| Horst & Graben Wealth Management LLC | 209.481 $ | +390 $ | +0,2 % | 209.091 $ | -215.559 $ | -50,8 % | ||||||
| WHITE PINE CAPITAL LLC | 208.722 $ | |||||||||||
| Belpointe Asset Management LLC | 208.588 $ | |||||||||||
| Fortis Capital Advisors, LLC | 208.588 $ | |||||||||||
| TFB Advisors LLC | 207.627 $ | +4.718 $ | +2,3 % | 202.909 $ | ||||||||
| Avior Wealth Management, LLC | 207.423 $ | |||||||||||
| Retirement Planning Group, LLC | 204.373 $ | -2.452 $ | -1,2 % | 206.825 $ | ||||||||
| Spartan Wealth Advisory Services LLC | 205.314 $ | |||||||||||
| BCGM Wealth Management, LLC | 205.174 $ | |||||||||||
| Mesirow Financial Investment Management, Inc. | 203.078 $ | |||||||||||
| Thrive Wealth Management, LLC | 202.613 $ | |||||||||||
| SIMS INVESTMENT MANAGEMENT, LLC | 202.534 $ | |||||||||||
| Sunbelt Securities, Inc. | 183.212 $ | +3.062 $ | +1,7 % | 180.150 $ | -22.357 $ | -11,0 % | 202.507 $ | +105.817 $ | +109,4 % | |||
| Austin Private Wealth, LLC | 202.499 $ | -22.983 $ | -10,2 % | |||||||||
| Beaumont Financial Advisors, LLC | 201.438 $ | |||||||||||
| MASECO LLP | 199.874 $ | |||||||||||
| Retirement Wealth Solutions LLC | 197.930 $ | +18.686 $ | +10,4 % | 179.244 $ | +4.787 $ | +2,7 % | 174.457 $ | +7.382 $ | +4,4 % | 167.075 $ | -146.627 $ | -46,7 % |
| CBIZ Investment Advisory Services, LLC | 192.841 $ | +7.028 $ | +3,8 % | 185.813 $ | +12.083 $ | +7,0 % | ||||||
| SJS Investment Consulting Inc. | 190.997 $ | +19.413 $ | +11,3 % | 171.584 $ | +45.603 $ | +36,2 % | 125.981 $ | +73.537 $ | +140,2 % | 52.444 $ | +2.354 $ | +4,7 % |
| Lavaca Capital LLC | 190.872 $ | +23.508 $ | +14,0 % | 167.364 $ | +2.788 $ | +1,7 % | 164.576 $ | |||||
| Johnson Financial Group, Inc. | 187.755 $ | +22.588 $ | +13,7 % | 165.167 $ | +2.120 $ | +1,3 % | 163.047 $ | +5.942 $ | +3,8 % | 157.105 $ | +10.216 $ | +7,0 % |
| ST GERMAIN D J CO INC | 187.754 $ | +22.587 $ | +13,7 % | 165.167 $ | +2.120 $ | +1,3 % | 163.047 $ | +5.942 $ | +3,8 % | 157.105 $ | +10.217 $ | +7,0 % |
| SIMPLEX TRADING, LLC | 10.550 $ | -172.922 $ | -94,2 % | 183.472 $ | +101.757 $ | +124,5 % | 81.715 $ | +39.715 $ | +94,6 % | 42.000 $ | +28.000 $ | +200,0 % |
| Ankerstar Wealth, LLC | 165.872 $ | -4.285 $ | -2,5 % | 170.157 $ | -12.596 $ | -6,9 % | 182.753 $ | |||||
| Key Capital Management, INC | 177.720 $ | +21.381 $ | +13,7 % | 156.339 $ | +2.006 $ | +1,3 % | 154.333 $ | |||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 175.219 $ | +8.237 $ | +4,9 % | 166.982 $ | +14.820 $ | +9,7 % | 152.162 $ | +5.546 $ | +3,8 % | 146.616 $ | +20.947 $ | +16,7 % |
| Investment Research & Advisory Group, Inc. | 173.750 $ | +72.350 $ | +71,4 % | 101.400 $ | +60.212 $ | +146,2 % | 41.188 $ | +35.249 $ | +593,5 % | 5.939 $ | +621 $ | +11,7 % |
| Balentine LLC | 172.140 $ | +20.709 $ | +13,7 % | 151.431 $ | +1.944 $ | +1,3 % | 149.487 $ | +5.448 $ | +3,8 % | 144.039 $ | +9.367 $ | +7,0 % |
| Arlington Trust Co LLC | 168.963 $ | +95.291 $ | +129,3 % | 73.672 $ | +946 $ | +1,3 % | 72.726 $ | +2.650 $ | +3,8 % | 70.076 $ | +4.557 $ | +7,0 % |
| HANTZ FINANCIAL SERVICES, INC. | 157.000 $ | +32.000 $ | +25,6 % | 125.000 $ | +125.000 $ | 0 $ | +0 $ | 0 $ | -7.000 $ | -100,0 % | ||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 156.969 $ | +17.937 $ | +12,9 % | 139.032 $ | -15.753 $ | -10,2 % | 154.785 $ | +96.068 $ | +163,6 % | 58.717 $ | +2.515 $ | +4,5 % |
| Barnes Dennig Private Wealth Management LLC | 156.939 $ | +17.360 $ | +12,4 % | |||||||||
| GHP Investment Advisors, Inc. | 154.040 $ | +18.531 $ | +13,7 % | 135.509 $ | +1.740 $ | +1,3 % | 133.769 $ | +23.547 $ | +21,4 % | 110.222 $ | +7.167 $ | +7,0 % |
| Atlantic Edge Private Wealth Management, LLC | 152.419 $ | +18.336 $ | +13,7 % | 134.083 $ | +1.721 $ | +1,3 % | 132.362 $ | +4.824 $ | +3,8 % | 127.538 $ | +8.294 $ | +7,0 % |
| Rise Advisors, LLC | 148.079 $ | -748 $ | -0,5 % | |||||||||
| IAG Wealth Partners, LLC | 145.511 $ | +17.923 $ | +14,0 % | 127.588 $ | +2.130 $ | +1,7 % | 125.458 $ | +5.052 $ | +4,2 % | 120.406 $ | +8.310 $ | +7,4 % |
| WHITTIER TRUST CO | 145.033 $ | +10.970 $ | +8,2 % | 134.063 $ | +2.650 $ | +2,0 % | 131.413 $ | +6.554 $ | +5,2 % | 124.859 $ | +7.253 $ | +6,2 % |
| RMG Wealth Management LLC | 144.397 $ | +9.006 $ | +6,7 % | 135.391 $ | +18.397 $ | +15,7 % | 116.994 $ | +7.176 $ | +6,5 % | |||
| Cape Investment Advisory, Inc. | 137.715 $ | -4.962 $ | -3,5 % | 142.677 $ | +51.005 $ | +55,6 % | 91.672 $ | -44.726 $ | -32,8 % | |||
| Atlantic Union Bankshares Corp | 141.935 $ | +89.241 $ | +169,4 % | 52.694 $ | +1.407 $ | +2,7 % | 51.287 $ | +2.170 $ | +4,4 % | 49.117 $ | +2.046 $ | +4,3 % |
| Hoese & Co LLP | 138.831 $ | +16.705 $ | +13,7 % | 122.126 $ | +1.568 $ | +1,3 % | 120.558 $ | +4.394 $ | +3,8 % | 116.164 $ | +7.531 $ | +6,9 % |
| FRANKLIN RESOURCES INC | 136.736 $ | +5.785 $ | +4,4 % | 130.951 $ | -95.993 $ | -42,3 % | ||||||
| Stone House Investment Management, LLC | 21.898 $ | -45.230 $ | -67,4 % | 67.128 $ | -4.204 $ | -5,9 % | 71.332 $ | -64.887 $ | -47,6 % | 136.219 $ | -257.413 $ | -65,4 % |
| BARRETT & COMPANY, INC. | 118.033 $ | -5.244 $ | -4,3 % | 123.277 $ | -12.494 $ | -9,2 % | 135.771 $ | +4.948 $ | +3,8 % | 130.823 $ | +8.508 $ | +7,0 % |
| CULLEN/FROST BANKERS, INC. | 135.075 $ | +16.250 $ | +13,7 % | 118.825 $ | +1.525 $ | +1,3 % | 117.300 $ | +1.110 $ | +1,0 % | 116.190 $ | +10.515 $ | +10,0 % |
| Triumph Capital Management | 91.371 $ | -42.357 $ | -31,7 % | 133.728 $ | +2.716 $ | +2,1 % | 131.012 $ | |||||
| Hanson & Doremus Investment Management | 95.000 $ | -37.000 $ | -28,0 % | 132.000 $ | +5.000 $ | +3,9 % | 127.000 $ | -18.000 $ | -12,4 % | |||
| Dunhill Financial, LLC | 131.373 $ | +11.337 $ | +9,4 % | 120.036 $ | +1.540 $ | +1,3 % | 118.496 $ | +4.319 $ | +3,8 % | 114.177 $ | +7.425 $ | +7,0 % |
| Provident Wealth Management, LLC | 129.100 $ | +15.516 $ | +13,7 % | 113.584 $ | +1.465 $ | +1,3 % | 112.119 $ | +4.089 $ | +3,8 % | 108.030 $ | +7.470 $ | +7,4 % |
| Crews Bank & Trust | 125.235 $ | +8.145 $ | +7,0 % | 117.090 $ | -180 $ | -0,2 % | 117.270 $ | +9.607 $ | +8,9 % | |||
| Founders Financial Alliance, LLC | 79.866 $ | -38.865 $ | -32,7 % | 118.731 $ | +11.360 $ | +10,6 % | 107.371 $ | -16.254 $ | -13,1 % | 123.625 $ | +18.133 $ | +17,2 % |
| NFSG Corp | 122.150 $ | -561 $ | -0,5 % | 122.711 $ | +8.061 $ | +7,0 % | 114.650 $ | -97 $ | -0,1 % | 114.747 $ | +16.654 $ | +17,0 % |
| ALERUS FINANCIAL NA | 121.061 $ | +7.874 $ | +7,0 % | 113.187 $ | -174 $ | -0,2 % | 113.361 $ | |||||
| Oakworth Capital, Inc. | 120.142 $ | +14.483 $ | +13,7 % | 105.659 $ | +1.355 $ | +1,3 % | 104.304 $ | +3.802 $ | +3,8 % | 100.502 $ | +6.536 $ | +7,0 % |
| Noble Wealth Management PBC | 77.337 $ | -2.064 $ | -2,6 % | 79.401 $ | -10.269 $ | -11,5 % | 89.670 $ | -29.648 $ | -24,8 % | 119.318 $ | ||
| Elequin Capital, LP | 37.305 $ | -78.048 $ | -67,7 % | 115.353 $ | -3.121 $ | -2,6 % | 118.474 $ | -902.308 $ | -88,4 % | |||
| Russell Investments Group, Ltd. | 118.462 $ | +65.221 $ | +122,5 % | 53.241 $ | +7.144 $ | +15,5 % | 46.097 $ | +8.333 $ | +22,1 % | 37.764 $ | +21.266 $ | +128,9 % |
| Integrity Financial Corp /WA | 63.014 $ | -51.322 $ | -44,9 % | 114.336 $ | +7.435 $ | +7,0 % | ||||||
| TSFG, LLC | 111.000 $ | -1.000 $ | -0,9 % | 112.000 $ | +5.000 $ | +4,7 % | 107.000 $ | -2.000 $ | -1,8 % | 109.000 $ | +9.000 $ | +9,0 % |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 108.060 $ | +13.000 $ | +13,7 % | 95.060 $ | +1.220 $ | +1,3 % | 93.840 $ | +3.420 $ | +3,8 % | 90.420 $ | +5.880 $ | +7,0 % |
| Manchester Capital Management LLC | 106.943 $ | +10.096 $ | +10,4 % | 96.847 $ | +2.587 $ | +2,7 % | 94.260 $ | |||||
| Synergy Investment Management, LLC | 106.677 $ | +24.669 $ | +30,1 % | 82.008 $ | -215.835 $ | -72,5 % | ||||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 104.186 $ | -21.652 $ | -17,2 % | |||||||||
| Washington Trust Advisors, Inc. | 65.214 $ | -38.259 $ | -37,0 % | 103.473 $ | +1.328 $ | +1,3 % | 102.145 $ | +3.723 $ | +3,8 % | 98.422 $ | +6.400 $ | +7,0 % |
| GILL CAPITAL PARTNERS, LLC | 102.117 $ | +12.285 $ | +13,7 % | 89.832 $ | ||||||||
| Strategic Wealth Partners, Ltd. | 60.397 $ | +1.399 $ | +2,4 % | 58.998 $ | +893 $ | +1,5 % | 58.105 $ | -43.168 $ | -42,6 % | 101.273 $ | +48.540 $ | +92,0 % |
| BESSEMER GROUP INC | 40.000 $ | -10.000 $ | -20,0 % | 50.000 $ | +7.000 $ | +16,3 % | 43.000 $ | -58.000 $ | -57,4 % | 101.000 $ | +7.000 $ | +7,4 % |
| Blume Capital Management, Inc. | 99.215 $ | +11.936 $ | +13,7 % | 87.279 $ | +1.120 $ | +1,3 % | 86.159 $ | +3.140 $ | +3,8 % | 83.019 $ | +5.399 $ | +7,0 % |
| HARBOR INVESTMENT ADVISORY, LLC | 97.734 $ | +3.562 $ | +3,8 % | 94.172 $ | +6.124 $ | +7,0 % | ||||||
| ELEVATION WEALTH PARTNERS, LLC | 91.678 $ | +11.137 $ | +13,8 % | 80.541 $ | +1.034 $ | +1,3 % | 79.507 $ | +2.897 $ | +3,8 % | 76.610 $ | +4.982 $ | +7,0 % |
| Founders Capital Management | 88.501 $ | |||||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 87.281 $ | +8.240 $ | +10,4 % | 79.041 $ | +2.111 $ | +2,7 % | 76.930 $ | +3.255 $ | +4,4 % | 73.675 $ | +3.069 $ | +4,3 % |
| Portfolio Resources Advisor Group, Inc. | 84.793 $ | +8.005 $ | +10,4 % | 76.788 $ | +2.050 $ | +2,7 % | 74.738 $ | |||||
| UMB Bank, n.a. | 84.719 $ | +10.192 $ | +13,7 % | 74.527 $ | +19.724 $ | +36,0 % | 54.803 $ | +1.998 $ | +3,8 % | 52.805 $ | +10.450 $ | +24,7 % |
| Signature Equity Partners, LLC | 84.366 $ | +1.083 $ | +1,3 % | 83.283 $ | ||||||||
| Providence Capital Advisors, LLC | 81.045 $ | +9.750 $ | +13,7 % | 71.295 $ | +915 $ | +1,3 % | 70.380 $ | +2.565 $ | +3,8 % | 67.815 $ | -1.954 $ | -2,8 % |
| Coston, McIsaac & Partners | 79.000 $ | +9.000 $ | +12,9 % | 70.000 $ | +1.000 $ | +1,4 % | 69.000 $ | +3.000 $ | +4,5 % | 66.000 $ | +4.000 $ | +6,5 % |
| Legacy Bridge, LLC | 78.344 $ | +9.425 $ | +13,7 % | 68.919 $ | +885 $ | +1,3 % | 68.034 $ | +2.479 $ | +3,8 % | 65.555 $ | +4.263 $ | +7,0 % |
| Vision Retirement, LLC | 63.068 $ | -3.111 $ | -4,7 % | 66.179 $ | -10.907 $ | -14,1 % | 77.086 $ | |||||
| Signature Resources Capital Management, LLC | 76.831 $ | +9.243 $ | +13,7 % | 67.588 $ | +868 $ | +1,3 % | 66.720 $ | +2.431 $ | +3,8 % | 64.289 $ | +4.181 $ | +7,0 % |
| Cornerstone National Bank & Trust Co | 76.481 $ | |||||||||||
| Steigerwald, Gordon & Koch Inc. | 73.643 $ | +8.860 $ | +13,7 % | 64.783 $ | +5.898 $ | +10,0 % | 58.885 $ | +2.146 $ | +3,8 % | 56.739 $ | ||
| Smithfield Trust Co | 73.000 $ | +9.000 $ | +14,1 % | 64.000 $ | +1.000 $ | +1,6 % | 63.000 $ | +2.000 $ | +3,3 % | 61.000 $ | +3.000 $ | +5,2 % |
| North Star Investment Management Corp. | 66.190 $ | -6.000 $ | -8,3 % | 72.190 $ | +3.610 $ | +5,3 % | 68.580 $ | +2.295 $ | +3,5 % | 66.285 $ | +13.020 $ | +24,4 % |
| IMG Wealth Management, Inc. | 70.779 $ | +8.515 $ | +13,7 % | 62.264 $ | +799 $ | +1,3 % | 61.465 $ | +2.240 $ | +3,8 % | 59.225 $ | +3.851 $ | +7,0 % |
| Downshift Financial, LLC | 70.288 $ | |||||||||||
| FINANCIAL CONSULATE, INC | 68.348 $ | +8.222 $ | +13,7 % | 60.126 $ | +772 $ | +1,3 % | 59.354 $ | +2.163 $ | +3,8 % | 57.191 $ | ||
| GW&K Investment Management, LLC | 68.000 $ | +8.000 $ | +13,3 % | 60.000 $ | +1.000 $ | +1,7 % | 59.000 $ | +2.000 $ | +3,5 % | 57.000 $ | +4.000 $ | +7,5 % |
| Guardian Partners Inc. | 67.808 $ | |||||||||||
| Parkside Financial Bank & Trust | 66.250 $ | +1.769 $ | +2,7 % | 64.481 $ | +2.729 $ | +4,4 % | 61.752 $ | +2.572 $ | +4,3 % | |||
| Regatta Research & Money Management | 64.748 $ | |||||||||||
| FIRST COMMUNITY TRUST NA | 63.800 $ | +2.574 $ | +4,2 % | 61.226 $ | +3.982 $ | +7,0 % | 57.244 $ | -88 $ | -0,2 % | 57.332 $ | +4.697 $ | +8,9 % |
| Sound Income Strategies, LLC | 27.322 $ | -21.686 $ | -44,2 % | 49.008 $ | -13.172 $ | -21,2 % | 62.180 $ | +13.736 $ | +28,4 % | |||
| CALDWELL SUTTER CAPITAL, INC. | 58.082 $ | +6.987 $ | +13,7 % | 51.095 $ | -6.382 $ | -11,1 % | 57.477 $ | -4.687 $ | -7,5 % | 62.164 $ | +4.043 $ | +7,0 % |
| Colonial Trust Co / SC | 59.713 $ | +5.063 $ | +9,3 % | 54.650 $ | +1.957 $ | +3,7 % | 52.693 $ | +1.585 $ | +3,1 % | 51.108 $ | +2.839 $ | +5,9 % |
| High Point Wealth Management, LLC | 57.705 $ | +7.107 $ | +14,0 % | 50.598 $ | +843 $ | +1,7 % | 49.755 $ | |||||
| CHILTON CAPITAL MANAGEMENT LLC | 56.732 $ | +6.825 $ | +13,7 % | 49.907 $ | +641 $ | +1,3 % | 49.266 $ | +1.795 $ | +3,8 % | 47.471 $ | +3.087 $ | +7,0 % |
| Activest Wealth Management | 56.546 $ | +6.964 $ | +14,0 % | 49.582 $ | +826 $ | +1,7 % | 48.756 $ | |||||
| Cetera Trust Company, N.A | 54.030 $ | +6.500 $ | +13,7 % | 47.530 $ | +610 $ | +1,3 % | 46.920 $ | +1.710 $ | +3,8 % | 45.210 $ | +2.940 $ | +7,0 % |
| Blue Trust, Inc. | 53.228 $ | +5.333 $ | +11,1 % | 47.895 $ | +1.135 $ | +2,4 % | 46.760 $ | -2.399 $ | -4,9 % | 49.159 $ | +5.012 $ | +11,4 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 52.932 $ | |||||||||||
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 51.869 $ | +6.240 $ | +13,7 % | 45.629 $ | +586 $ | +1,3 % | 45.043 $ | +1.641 $ | +3,8 % | 43.402 $ | +2.823 $ | +7,0 % |
| Palisade Asset Management, LLC | 51.766 $ | |||||||||||
| Osbon Capital Management LLC | 51.058 $ | +6.142 $ | +13,7 % | 44.916 $ | +577 $ | +1,3 % | 44.339 $ | |||||
| TruNorth Capital Management, LLC | 50.093 $ | +3.258 $ | +7,0 % | |||||||||
| GAMMA Investing LLC | 49.816 $ | |||||||||||
| Allied Private Wealth LLC | 49.094 $ | |||||||||||
| WPG Advisers, LLC | 47.471 $ | +3.087 $ | +7,0 % | |||||||||
| Camelot Portfolios, LLC | 46.920 $ | |||||||||||
| North Capital, Inc. | 46.523 $ | +3.076 $ | +7,1 % | |||||||||
| TopTier Wealth Management, LLC | 46.211 $ | |||||||||||
| Scarborough Advisors, LLC | 22.858 $ | -22.383 $ | -49,5 % | 45.241 $ | +2.684 $ | +6,3 % | 42.557 $ | -57.709 $ | -57,6 % | |||
| HOWE & RUSLING INC | 21.674 $ | -21.305 $ | -49,6 % | 42.979 $ | +22.363 $ | +108,5 % | 20.616 $ | -2.054 $ | -9,1 % | |||
| SIGNATUREFD, LLC | 41.603 $ | +5.005 $ | +13,7 % | 36.598 $ | +29.841 $ | +441,6 % | ||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 41.063 $ | +4.940 $ | +13,7 % | 36.123 $ | ||||||||
| TIAA Wealth Investment Management LLC | 40.778 $ | |||||||||||
| Buck Wealth Strategies, LLC | 39.774 $ | |||||||||||
| Beaird Harris Wealth Management, LLC | 39.277 $ | +3.708 $ | +10,4 % | 35.569 $ | +950 $ | +2,7 % | 34.619 $ | -1.902 $ | -5,2 % | 36.521 $ | +1.521 $ | +4,3 % |
| Opal Wealth Advisors, LLC | 39.260 $ | +4.344 $ | +12,4 % | |||||||||
| Lodestone Wealth Management LLC | 39.172 $ | +4.713 $ | +13,7 % | 34.459 $ | +442 $ | +1,3 % | 34.017 $ | |||||
| Rossby Financial, LCC | 32.675 $ | +2.825 $ | +9,5 % | 29.850 $ | +1.072 $ | +3,7 % | 28.778 $ | -10.243 $ | -26,2 % | 39.021 $ | +2.598 $ | +7,1 % |
| Bogart Wealth, LLC | 36.225 $ | +2.559 $ | +7,6 % | 33.666 $ | +1.493 $ | +4,6 % | 32.173 $ | -5.716 $ | -15,1 % | 37.889 $ | +3.396 $ | +9,8 % |
| Northwest Capital Management Inc | 36.639 $ | -34.916 $ | -48,8 % | |||||||||
| Missouri Trust & Investment Co | 35.648 $ | +458 $ | +1,3 % | 35.190 $ | +1.282 $ | +3,8 % | 33.908 $ | +2.205 $ | +7,0 % | |||
| Asset Dedication, LLC | 35.270 $ | +31.133 $ | +752,6 % | 4.137 $ | -16.998 $ | -80,4 % | ||||||
| Luminist Capital LLC | 35.120 $ | +4.622 $ | +15,2 % | 30.498 $ | +1.014 $ | +3,4 % | 29.484 $ | +1.729 $ | +6,2 % | |||
| Millstone Evans Group, LLC | 33.176 $ | +3.132 $ | +10,4 % | 30.044 $ | +802 $ | +2,7 % | 29.242 $ | |||||
| Aventura Private Wealth, LLC | 15.312 $ | -16.748 $ | -52,2 % | 32.060 $ | +2.085 $ | +7,0 % | 29.975 $ | -46 $ | -0,2 % | 30.021 $ | +2.459 $ | +8,9 % |
| Vermillion & White Wealth Management Group, LLC | 28.538 $ | -3.308 $ | -10,4 % | 31.846 $ | -2.823.923 $ | -98,9 % | ||||||
| Clarity Asset Management, Inc. | 7.502 $ | +125 $ | +1,7 % | 7.377 $ | -24.361 $ | -76,8 % | 31.738 $ | +2.191 $ | +7,4 % | |||
| Anchor Investment Management, LLC | 31.726 $ | +2.063 $ | +7,0 % | 29.663 $ | -45 $ | -0,2 % | 29.708 $ | +2.433 $ | +8,9 % | |||
| Versant Capital Management, Inc | 30.689 $ | |||||||||||
| Ameliora Wealth Management Ltd. | 30.263 $ | +2.854 $ | +10,4 % | 27.409 $ | +732 $ | +2,7 % | 26.677 $ | +1.148 $ | +4,5 % | 25.529 $ | -265.428 $ | -91,2 % |
| Continuum Advisory, LLC | 29.578 $ | |||||||||||
| C M BIDWELL & ASSOCIATES LTD | 29.446 $ | +3.542 $ | +13,7 % | 25.904 $ | +333 $ | +1,3 % | 25.571 $ | +932 $ | +3,8 % | 24.639 $ | +1.602 $ | +7,0 % |
| Mascoma Wealth Management LLC | 28.857 $ | +3.554 $ | +14,0 % | 25.303 $ | +422 $ | +1,7 % | 24.881 $ | +1.002 $ | +4,2 % | 23.879 $ | +1.648 $ | +7,4 % |
| YANKCOM Partnership | 27.217 $ | +2.570 $ | +10,4 % | 24.647 $ | ||||||||
| Wilmington Savings Fund Society, FSB | 26.797 $ | +3.149 $ | +13,3 % | 23.648 $ | +339 $ | +1,5 % | 23.309 $ | +20.893 $ | +864,8 % | 2.416 $ | ||
| Avion Wealth | 26.000 $ | +3.000 $ | +13,0 % | 23.000 $ | +0 $ | +0,0 % | 23.000 $ | +1.000 $ | +4,5 % | 22.000 $ | -31.000 $ | -58,5 % |
| GODSEY & GIBB, INC | 25.124 $ | +3.022 $ | +13,7 % | 22.102 $ | -213 $ | -1,0 % | 22.315 $ | +1.292 $ | +6,1 % | 21.023 $ | +1.367 $ | +7,0 % |
| WOLFF WIESE MAGANA LLC | 9.010 $ | +850 $ | +10,4 % | 8.160 $ | +218 $ | +2,7 % | 7.942 $ | -16.815 $ | -67,9 % | 24.757 $ | ||
| Kilter Group LLC | 3 $ | -24.441 $ | -100,0 % | 24.444 $ | -15.058 $ | -38,1 % | ||||||
| Moisand Fitzgerald Tamayo, LLC | 24.044 $ | +2.893 $ | +13,7 % | 21.151 $ | +271 $ | +1,3 % | 20.880 $ | +761 $ | +3,8 % | 20.119 $ | +1.308 $ | +7,0 % |
| Kroeger Financial Partners | 23.719 $ | |||||||||||
| Realta Investment Advisors | 21.492 $ | +2.029 $ | +10,4 % | 19.463 $ | -4.204 $ | -17,8 % | 23.667 $ | +5.526 $ | +30,5 % | 18.141 $ | +755 $ | +4,3 % |
| Abound Wealth Management | 23.400 $ | +10.225 $ | +77,6 % | 13.175 $ | +220 $ | +1,7 % | 12.955 $ | |||||
| Clayton Financial Group LLC | 23.058 $ | |||||||||||
| INVESTMENT COUNSEL CO OF NEVADA | 22.900 $ | +2.162 $ | +10,4 % | 20.738 $ | +554 $ | +2,7 % | 20.184 $ | |||||
| PlanVest Financial, Inc | 22.742 $ | +2.736 $ | +13,7 % | 20.006 $ | ||||||||
| Clearstead Trust, LLC | 22.153 $ | +1.440 $ | +7,0 % | |||||||||
| QUADRANT CAPITAL GROUP LLC | 21.864 $ | +280 $ | +1,3 % | 21.584 $ | +787 $ | +3,8 % | 20.797 $ | |||||
| LGT Financial Advisors LLC | 21.825 $ | -9.162 $ | -29,6 % | |||||||||
| Lowe Wealth Advisors, LLC | 20.781 $ | +1.759 $ | +9,2 % | |||||||||
| Salomon & Ludwin, LLC | 20.755 $ | +1.420 $ | +7,3 % | 19.335 $ | +40 $ | +0,2 % | 19.295 $ | +881 $ | +4,8 % | 18.414 $ | +228 $ | +1,3 % |
| PROSPERITY BANCSHARES INC | 20.585 $ | +2.476 $ | +13,7 % | 18.109 $ | +232 $ | +1,3 % | 17.877 $ | |||||
| SOFI WEALTH, LLC | 7.279 $ | -2.775 $ | -27,6 % | 10.054 $ | +344 $ | +3,5 % | 9.710 $ | -10.847 $ | -52,8 % | 20.557 $ | -17.360.305 $ | -99,9 % |
| Migdal Insurance & Financial Holdings Ltd. | 20.010 $ | |||||||||||
| EVERMAY WEALTH MANAGEMENT LLC | 19.251 $ | |||||||||||
| Hemington Wealth Management | 19.000 $ | +1.000 $ | +5,6 % | |||||||||
| Perkins Coie Trust Co | 18.907 $ | +2.275 $ | +13,7 % | 16.632 $ | +214 $ | +1,3 % | 16.418 $ | +598 $ | +3,8 % | 15.820 $ | +1.026 $ | +6,9 % |
| Fairway Wealth LLC | 18.640 $ | +2.242 $ | +13,7 % | 16.398 $ | +211 $ | +1,3 % | 16.187 $ | +590 $ | +3,8 % | 15.597 $ | +1.014 $ | +7,0 % |
| Private Wealth Management Group, LLC | 17.722 $ | +2.132 $ | +13,7 % | 15.590 $ | +200 $ | +1,3 % | 15.390 $ | +561 $ | +3,8 % | 14.829 $ | +964 $ | +7,0 % |
| Kohmann Bosshard Financial Services, LLC | 17.361 $ | |||||||||||
| Wells Financial Advisors INC | 16.834 $ | +701 $ | +4,3 % | |||||||||
| Family Legacy Financial Solutions, LLC | 16.319 $ | |||||||||||
| REICON WEALTH ADVISORS, LLC | 16.209 $ | +1.950 $ | +13,7 % | 14.259 $ | +183 $ | +1,3 % | 14.076 $ | |||||
| GROUP ONE TRADING LLC | 3.124 $ | -602 $ | -16,2 % | 3.726 $ | +151 $ | +4,2 % | 3.575 $ | -12.515 $ | -77,8 % | 16.090 $ | +4.354 $ | +37,1 % |
| Walsh & Associates, LLC | 9.946 $ | +1.196 $ | +13,7 % | 8.750 $ | -6.926 $ | -44,2 % | 15.676 $ | |||||
| RETIREMITTEN FINANCIAL LLC | 15.447 $ | |||||||||||
| Collier Financial | 13.972 $ | +1.319 $ | +10,4 % | 12.653 $ | +338 $ | +2,7 % | 12.315 $ | -1.928 $ | -13,5 % | 14.243 $ | ||
| Global Trust Asset Management, LLC | 14.078 $ | +1.329 $ | +10,4 % | 12.749 $ | ||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 13.979 $ | |||||||||||
| JDM Financial Group LLC | 13.890 $ | +1.311 $ | +10,4 % | 12.579 $ | ||||||||
| Accredited Wealth Management, LLC | 13.563 $ | +882 $ | +7,0 % | |||||||||
| LRI Investments, LLC | 13.508 $ | +1.625 $ | +13,7 % | 11.883 $ | +153 $ | +1,3 % | 11.730 $ | +427 $ | +3,8 % | 11.303 $ | +735 $ | +7,0 % |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 13.421 $ | +1.267 $ | +10,4 % | 12.154 $ | +326 $ | +2,8 % | 11.828 $ | +500 $ | +4,4 % | 11.328 $ | +471 $ | +4,3 % |
| BROWN, LISLE/CUMMINGS, INC. | 13.071 $ | +544 $ | +4,3 % | |||||||||
| Game Plan Financial Advisors, LLC | 10.324 $ | -2.001 $ | -16,2 % | 12.325 $ | ||||||||
| EXCHANGE TRADED CONCEPTS, LLC | 6.372 $ | -5.933 $ | -48,2 % | 12.305 $ | -51.616.515 $ | -100,0 % | ||||||
| Key FInancial Inc | 12.006 $ | +484 $ | +4,2 % | 11.522 $ | +743 $ | +6,9 % | ||||||
| Capital Advisor Network LLC | 11.966 $ | +110 $ | +0,9 % | 11.856 $ | ||||||||
| Godfrey Financial Associates, Inc. | 11.872 $ | +1.121 $ | +10,4 % | 10.751 $ | +287 $ | +2,7 % | 10.464 $ | |||||
| Keating Financial Advisory Services, Inc. | 11.616 $ | +1.397 $ | +13,7 % | 10.219 $ | -338 $ | -3,2 % | 10.557 $ | |||||
| Ritter Daniher Financial Advisory LLC / DE | 11.509 $ | +1.385 $ | +13,7 % | 10.124 $ | +130 $ | +1,3 % | 9.994 $ | +364 $ | +3,8 % | 9.630 $ | +626 $ | +7,0 % |
| Sunrise Financial Services, LLC | 11.497 $ | +1.086 $ | +10,4 % | 10.411 $ | +278 $ | +2,7 % | 10.133 $ | |||||
| Robinswood Financial LLC | 11.123 $ | +1.338 $ | +13,7 % | 9.785 $ | +126 $ | +1,3 % | 9.659 $ | +352 $ | +3,8 % | 9.307 $ | +605 $ | +7,0 % |
| Team Financial Group, LLC | 9.460 $ | +252 $ | +2,7 % | 9.208 $ | -1.781 $ | -16,2 % | 10.989 $ | +635 $ | +6,1 % | |||
| Financial Life Planners | 10.697 $ | +3.807 $ | +55,3 % | 6.890 $ | +5.091 $ | +283,0 % | 1.799 $ | |||||
| Hilton Head Capital Partners, LLC | 10.276 $ | +467 $ | +4,8 % | 9.809 $ | +693 $ | +7,6 % | 9.116 $ | |||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 10.266 $ | +1.235 $ | +13,7 % | 9.031 $ | +116 $ | +1,3 % | 8.915 $ | +325 $ | +3,8 % | 8.590 $ | +559 $ | +7,0 % |
| Binnacle Investments Inc | 9.539 $ | +620 $ | +7,0 % | |||||||||
| Raleigh Capital Management Inc. | 1.603 $ | +151 $ | +10,4 % | 1.452 $ | -7.877 $ | -84,4 % | 9.329 $ | +7.999 $ | +601,4 % | 1.330 $ | +77 $ | +6,1 % |
| Estate Planners Group, LLC | 8.868 $ | |||||||||||
| Physician Wealth Advisors, Inc. | 1.924 $ | -3.686 $ | -65,7 % | 5.610 $ | -3.200 $ | -36,3 % | 8.810 $ | +373 $ | +4,4 % | 8.437 $ | -5.023 $ | -37,3 % |
| Strategic Investment Advisors / MI | 8.516 $ | |||||||||||
| Tripletail Wealth Management, LLC | 8.029 $ | |||||||||||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7.763 $ | +451 $ | +6,2 % | |||||||||
| Jackson Hole Capital Partners, LLC | 7.649 $ | +204 $ | +2,7 % | 7.445 $ | +315 $ | +4,4 % | 7.130 $ | |||||
| Running Point Capital Advisors, LLC | 7.641 $ | +65 $ | +0,9 % | 7.576 $ | +693 $ | +10,1 % | ||||||
| COUNTRY TRUST BANK | 6.710 $ | |||||||||||
| Commonwealth Retirement Investments LLC | 939 $ | -5.761 $ | -86,0 % | 6.700 $ | ||||||||
| Lloyd Advisory Services, LLC. | 6.429 $ | |||||||||||
| Markowski Investments | 6.213 $ | |||||||||||
| Tradewinds Capital Management, LLC | 5.913 $ | |||||||||||
| Caitlin John, LLC | 4.115 $ | -1.068 $ | -20,6 % | 5.183 $ | ||||||||
| Networth Advisors, LLC | 4.552 $ | -292 $ | -6,0 % | 4.844 $ | +129 $ | +2,7 % | 4.715 $ | |||||
| SYM FINANCIAL Corp | 4.632 $ | +808 $ | +21,1 % | |||||||||
| NorthAvenue LLC | 4.568 $ | +431 $ | +10,4 % | 4.137 $ | +111 $ | +2,8 % | 4.026 $ | |||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3.782 $ | -30.909 $ | -89,1 % | |||||||||
| Spectrum Wealth Advisory Group, LLC | 3.613 $ | |||||||||||
| First Command Advisory Services, Inc. | 3.122 $ | |||||||||||
| Birchwood Financial Partners, Inc. | 3.017 $ | +80 $ | +2,7 % | 2.937 $ | ||||||||
| Financial Gravity Companies, Inc. | 2.675 $ | +511 $ | +23,6 % | |||||||||
| EPG Wealth Management LLC | 798 $ | -1.873 $ | -70,1 % | 2.671 $ | +44 $ | +1,7 % | 2.627 $ | +100 $ | +4,0 % | 2.527 $ | +1.882 $ | +291,8 % |
| Financial Gravity Asset Management, Inc. | 2.422 $ | +64 $ | +2,7 % | 2.358 $ | +100 $ | +4,4 % | 2.258 $ | |||||
| NORTHSTAR ASSET MANAGEMENT Co | 2.314 $ | |||||||||||
| Trust Co | 2.231 $ | +210 $ | +10,4 % | 2.021 $ | ||||||||
| Financial Management Professionals, Inc. | 2.127 $ | |||||||||||
| Midwest Capital Advisors, LLC | 1.228 $ | +51 $ | +4,3 % | |||||||||
| HHM Wealth Advisors, LLC | 1.221 $ | |||||||||||
| ORG Partners LLC | 1.173 $ | +43 $ | +3,8 % | 1.130 $ | +63 $ | +5,9 % | ||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 977 $ | -570 $ | -36,8 % | |||||||||
| Abich Financial Wealth Management LLC | 871 $ | |||||||||||
| BNP PARIBAS FINANCIAL MARKETS | 864 $ | +536 $ | +163,4 % | 328 $ | ||||||||
| Cassaday & Co Wealth Management LLC | 55 $ | |||||||||||
| Clean Yield Group | 4 $ | +0 $ | +0,0 % | |||||||||
| 12.608.373.211 $ | +1.212.263.387 $ | +33,7 % | 11.371.253.515 $ | +142.957.898 $ | +130,6 % | 11.180.256.869 $ | +168.566.336 $ | +47,4 % | 10.994.057.532 $ | +407.429.287 $ | +23,9 % | |